EverSource Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

EverSource Wealth Advisors’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	–	Sell	-27	Closed	-$692	–	4523
2026 Q1	$692	Buy	+27	New	+$698	﹤0.01%	3973

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

EverSource Wealth Advisors's SCMB Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2026, closing a stake of 27 shares — an estimated $692 sold.

EverSource Wealth Advisors first reported a position in SCMB in Q1 2026 and held it in 1 quarter. The position peaked at $692 in Q1 2026. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

EverSource Wealth Advisors reported no remaining Schwab Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 27 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $692.
EverSource Wealth Advisors first reported a position in Schwab Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
EverSource Wealth Advisors's Schwab Municipal Bond ETF position peaked at $692 in Q1 2026.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.