F.L. Putnam Investment Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

F.L. Putnam Investment 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
2025 Q3	–	Sell	-8,329	Closed	-$210K	–	606
2025 Q2	$210K	Sell	8,329 -18,263	-69%	-$458K	﹤0.01%	555
2025 Q1	$675K	Hold	26,592	–	–	0.01%	364
2024 Q4	$683K	Hold	26,592	–	–	0.01%	370
2024 Q3	$698K	Hold	26,592	–	–	0.01%	377
2024 Q2	$683K	Buy	+26,592	New	+$684K	0.01%	372

Other funds holding SCMB

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

F.L. Putnam Investment Management's SCMB Position: Q3 2025 in Review

F.L. Putnam Investment Management sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2025, closing a stake of 8,329 shares — an estimated $210K sold.

F.L. Putnam Investment Management first reported a position in SCMB in Q2 2024 and held it in 5 quarters. The position peaked at $698K in Q3 2024. 129 funds tracked by Wall St. Rank hold SCMB as of Q3 2025.

F.L. Putnam Investment Management reported no remaining Schwab Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
F.L. Putnam Investment Management sold 8,329 Schwab Municipal Bond ETF shares in Q3 2025, an estimated $210K.
F.L. Putnam Investment Management first reported a position in Schwab Municipal Bond ETF in Q2 2024 and held it in 5 quarters.
F.L. Putnam Investment Management's Schwab Municipal Bond ETF position peaked at $698K in Q3 2024.
129 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2025, filed 10 Oct 2025.