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 Q2	$1.06M	Buy	41,166 +5,520	+15%	+$142K	0.41%	45
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 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

Family Capital Management's SCMB Position: Q2 2026 in Review

Family Capital Management increased its Schwab Municipal Bond ETF (SCMB) stake by 15% in Q2 2026, buying an estimated $142K and bringing the position to 41,166 shares worth $1.06M. The position accounts for 0.41% of the portfolio, ranked #45.

Family Capital Management first reported a position in SCMB in Q1 2024 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Family Capital Management held 41,166 shares of Schwab Municipal Bond ETF worth $1.06M as of Q2 2026.
Family Capital Management bought 5,520 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $142K.
Schwab Municipal Bond ETF made up 0.41% of Family Capital Management's portfolio in Q2 2026, its #45 holding.
Family Capital Management first reported a position in Schwab Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.