Fiduciary Financial Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

Fiduciary Financial Group’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	$394K	Buy	15,271 +278	+2%	+$7.13K	0.04%	247
2026 Q1	$382K	Hold	14,993	–	–	0.05%	230
2025 Q4	$386K	Sell	14,993 -2,290	-13%	-$59K	0.05%	216
2025 Q3	$443K	Buy	17,283 +4,439	+35%	+$112K	0.07%	166
2025 Q2	$323K	Sell	12,844 -7,734	-38%	-$194K	0.06%	217
2025 Q1	$510K	Sell	20,578 -19,503	-49%	-$500K	0.11%	123
2024 Q4	$1.02M	Buy	+40,081	New	+$1.04M	0.22%	68

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

Fiduciary Financial Group's SCMB Position: Q2 2026 in Review

Fiduciary Financial Group increased its Schwab Municipal Bond ETF (SCMB) stake by 1.9% in Q2 2026, buying an estimated $7.13K and bringing the position to 15,271 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #247.

Fiduciary Financial Group first reported a position in SCMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2024. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Fiduciary Financial Group held 15,271 shares of Schwab Municipal Bond ETF worth $394K as of Q2 2026.
Fiduciary Financial Group bought 278 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $7.13K.
Schwab Municipal Bond ETF made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #247 holding.
Fiduciary Financial Group first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fiduciary Financial Group's Schwab Municipal Bond ETF position peaked at $1.02M in Q4 2024.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.