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CVA Family Office’s Schwab Municipal Bond ETF SCMB Stock Holding History

CVA Family Office’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.1K Hold
700
– – ﹤0.01% 849
2026
Q1 		$17.8K Hold
700
– – ﹤0.01% 831
2025
Q4 		$18K Hold
700
– – ﹤0.01% 708
2025
Q3 		$17.9K Hold
700
– – ﹤0.01% 719
2025
Q2 		$17.6K Sell
700
-1,785
-72% -$44.7K ﹤0.01% 716
2025
Q1 		$63.1K Buy
2,485
+10
+0.4% +$256 0.01% 478
2024
Q4 		$63.5K Buy
2,475
+19
+0.8% +$492 0.01% 473
2024
Q3 		$64.5K Buy
2,456
+14
+0.6% +$364 0.01% 457
2024
Q2 		$62.8K Buy
2,442
+14
+0.6% +$360 0.01% 448
2024
Q1 		$63.2K Buy
2,428
+10
+0.4% +$261 0.01% 443
2023
Q4 		$63.6K Buy
+2,418
New +$61.1K 0.01% 420
2023
Q3 		– Sell
-1,686
Closed -$43.7K – 812
2023
Q2 		$43.7K Buy
1,686
+1,284
+319% +$33.3K 0.01% 479
2023
Q1 		$10.5K Buy
+402
New +$10.4K ﹤0.01% 684

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CVA Family Office's SCMB Position: Q2 2026 in Review

CVA Family Office held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 700 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

CVA Family Office first reported a position in SCMB in Q1 2023 and has held it in 13 quarters since. The position peaked at $64.5K in Q3 2024. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • CVA Family Office held 700 shares of Schwab Municipal Bond ETF worth $18.1K as of Q2 2026.
  • CVA Family Office left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #849 holding.
  • CVA Family Office first reported a position in Schwab Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • CVA Family Office's Schwab Municipal Bond ETF position peaked at $64.5K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.