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Hoxton Planning & Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Hoxton Planning & Management’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 		$583K Buy
22,573
+9,962
+79% +$256K 0.15% 113
2026
Q1 		$321K Buy
12,611
+3,577
+40% +$92.5K 0.1% 154
2025
Q4 		$233K Buy
+9,034
New +$233K 0.07% 193

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

Hoxton Planning & Management's SCMB Position: Q2 2026 in Review

Hoxton Planning & Management increased its Schwab Municipal Bond ETF (SCMB) stake by 79% in Q2 2026, buying an estimated $256K and bringing the position to 22,573 shares worth $583K. The position accounts for 0.15% of the portfolio, ranked #113.

Hoxton Planning & Management first reported a position in SCMB in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Hoxton Planning & Management held 22,573 shares of Schwab Municipal Bond ETF worth $583K as of Q2 2026.
  • Hoxton Planning & Management bought 9,962 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $256K.
  • Schwab Municipal Bond ETF made up 0.15% of Hoxton Planning & Management's portfolio in Q2 2026, its #113 holding.
  • Hoxton Planning & Management first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.