Fort Point Capital Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

Fort Point Capital Partners’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	$26.2M	Buy	1,014,596 +310,752	+44%	+$7.97M	1.82%	11
2026 Q1	$17.9M	Sell	703,844 -58,206	-8%	-$1.5M	2.17%	13
2025 Q4	$19.8M	Buy	762,050 +42,573	+6%	+$1.1M	2.22%	12
2025 Q3	$18.4M	Sell	719,477 -522,031	-42%	-$13.2M	2.17%	13
2025 Q2	$31.3M	Buy	1,241,508 +588,813	+90%	+$14.8M	2.25%	8
2025 Q1	$16.6M	Sell	652,695 -143,329	-18%	-$3.67M	1.83%	13
2024 Q4	$20.4M	Buy	+796,024	New	+$20.6M	2.23%	10

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fort Point Capital Partners's SCMB Position: Q2 2026 in Review

Fort Point Capital Partners increased its Schwab Municipal Bond ETF (SCMB) stake by 44% in Q2 2026, buying an estimated $7.97M and bringing the position to 1,014,596 shares worth $26.2M. The position accounts for 1.82% of the portfolio, ranked #11.

Fort Point Capital Partners first reported a position in SCMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.3M in Q2 2025. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Fort Point Capital Partners held 1,014,596 shares of Schwab Municipal Bond ETF worth $26.2M as of Q2 2026.
Fort Point Capital Partners bought 310,752 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $7.97M.
Schwab Municipal Bond ETF made up 1.82% of Fort Point Capital Partners's portfolio in Q2 2026, its #11 holding.
Fort Point Capital Partners first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fort Point Capital Partners's Schwab Municipal Bond ETF position peaked at $31.3M in Q2 2025.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.