FCM
SCMB icon

Family Capital Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Family Capital 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
Q1 		$908K Buy
35,646
+2,605
+8% +$67.3K 0.4% 46
2025
Q4 		$851K Buy
33,041
+5,841
+21% +$151K 0.38% 51
2025
Q3 		$697K Buy
27,200
+2,673
+11% +$67.4K 0.33% 55
2025
Q2 		$618K Buy
24,527
+1,279
+6% +$32K 0.32% 52
2025
Q1 		$590K Buy
23,248
+1,034
+5% +$26.5K 0.36% 46
2024
Q4 		$570K Buy
22,214
+4,408
+25% +$114K 0.34% 44
2024
Q3 		$468K Buy
17,806
+3,760
+27% +$97.8K 0.3% 47
2024
Q2 		$361K Buy
14,046
+2,000
+17% +$51.5K 0.25% 49
2024
Q1 		$313K Buy
+12,046
New +$315K 0.22% 51

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return