EPG Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

EPG Wealth Management’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	$19.4K	Buy	+750	New	+$19.2K	﹤0.01%	261
2025 Q1	–	Sell	-750	Closed	-$19.3K	–	444
2024 Q4	$19.3K	Hold	750	–	–	0.01%	346
2024 Q3	$19.7K	Buy	+750	New	+$19.5K	0.01%	345
2024 Q2	–	Sell	-750	Closed	-$19.3K	–	370
2024 Q1	$19.5K	Hold	750	–	–	﹤0.01%	362
2023 Q4	$19.5K	Hold	750	–	–	0.01%	348
2023 Q3	$18.6K	Hold	750	–	–	0.01%	342
2023 Q2	$19.4K	Hold	750	–	–	0.01%	332
2023 Q1	$19.6K	Buy	+750	New	+$19.5K	0.01%	336

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

EPG Wealth Management's SCMB Position: Q2 2026 in Review

EPG Wealth Management opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 750 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in SCMB as recently as Q4 2024.

EPG Wealth Management first reported a position in SCMB in Q1 2023 and has held it in 8 quarters since. The position peaked at $19.7K in Q3 2024. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

EPG Wealth Management held 750 shares of Schwab Municipal Bond ETF worth $19.4K as of Q2 2026.
Schwab Municipal Bond ETF was a new EPG Wealth Management position in Q2 2026.
Schwab Municipal Bond ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #261 holding.
EPG Wealth Management first reported a position in Schwab Municipal Bond ETF in Q1 2023 and has held it in 8 quarters since.
EPG Wealth Management's Schwab Municipal Bond ETF position peaked at $19.7K in Q3 2024.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.