Great Valley Advisor Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

Great Valley Advisor 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	$1.7M	Buy	65,957 +33	+0.1%	+$847	0.03%	440
2026 Q1	$1.68M	Hold	65,924	–	–	0.03%	410
2025 Q4	$1.7M	Buy	65,924 +2,380	+4%	+$61.3K	0.03%	380
2025 Q3	$1.63M	Buy	63,544 +48,259	+316%	+$1.22M	0.03%	382
2025 Q2	$385K	Buy	+15,285	New	+$383K	0.01%	673

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 $3.59B 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

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 22.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Great Valley Advisor Group's SCMB Position: Q2 2026 in Review

Great Valley Advisor Group increased its Schwab Municipal Bond ETF (SCMB) stake by 0.05% in Q2 2026, buying an estimated $847 and bringing the position to 65,957 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #440.

Great Valley Advisor Group first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Great Valley Advisor Group held 65,957 shares of Schwab Municipal Bond ETF worth $1.7M as of Q2 2026.
Great Valley Advisor Group bought 33 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $847.
Schwab Municipal Bond ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #440 holding.
Great Valley Advisor Group first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.