FPF
SCMB icon

First Pacific Financial’s Schwab Municipal Bond ETF SCMB Stock Holding History

First Pacific Financial’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
-76
Closed -$1.94K – 667
2026
Q1 		$1.94K Buy
+76
New +$1.96K ﹤0.01% 535

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

First Pacific Financial's SCMB Position: Q2 2026 in Review

First Pacific Financial sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2026, closing a stake of 76 shares — an estimated $1.94K sold.

First Pacific Financial first reported a position in SCMB in Q1 2026 and held it in 1 quarter. The position peaked at $1.94K in Q1 2026. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • First Pacific Financial reported no remaining Schwab Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • First Pacific Financial sold 76 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1.94K.
  • First Pacific Financial first reported a position in Schwab Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • First Pacific Financial's Schwab Municipal Bond ETF position peaked at $1.94K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.