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Foundations Investment Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Foundations Investment Advisors’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 		$276K Buy
+10,674
New +$274K ﹤0.01% 1002

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
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
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

Foundations Investment Advisors's SCMB Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 10,674 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings.

196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Foundations Investment Advisors held 10,674 shares of Schwab Municipal Bond ETF worth $276K as of Q2 2026.
  • Schwab Municipal Bond ETF was a new Foundations Investment Advisors position in Q2 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1002 holding.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.