EverSource Wealth Advisors
SCMB icon

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

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United Capital Financial Advisors
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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. 197 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.
  • 197 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.