Cypress Wealth Services’s Schwab Municipal Bond ETF SCMB Stock Holding History

Cypress Wealth Services’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	$708K	Buy	+27,402	New	+$703K	0.09%	178

Other funds holding SCMB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Cypress Wealth Services's SCMB Position: Q2 2026 in Review

Cypress Wealth Services opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 27,402 shares worth $708K. The stake represents 0.09% of the portfolio and ranks #178 among its holdings.

196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Cypress Wealth Services held 27,402 shares of Schwab Municipal Bond ETF worth $708K as of Q2 2026.
Schwab Municipal Bond ETF was a new Cypress Wealth Services position in Q2 2026.
Schwab Municipal Bond ETF made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #178 holding.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.