HWA
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Heartwood Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Heartwood Wealth 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 		$239K Hold
9,243
– – 0.02% 216
2026
Q1 		$236K Hold
9,243
– – 0.02% 205
2025
Q4 		$238K Hold
9,243
– – 0.02% 186
2025
Q3 		$237K Hold
9,243
– – 0.02% 183
2025
Q2 		$233K Buy
+9,243
New +$232K 0.02% 172

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

Heartwood Wealth Advisors's SCMB Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 9,243 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #216.

Heartwood Wealth Advisors first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Heartwood Wealth Advisors held 9,243 shares of Schwab Municipal Bond ETF worth $239K as of Q2 2026.
  • Heartwood Wealth Advisors left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
  • Schwab Municipal Bond ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • Heartwood Wealth Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.