IFP Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

IFP 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	$1.03M	Sell	40,046 -13,383	-25%	-$343K	0.02%	727
2026 Q1	$1.36M	Buy	53,429 +9,826	+23%	+$254K	0.03%	577
2025 Q4	$1.12M	Buy	43,603 +30,798	+241%	+$794K	0.03%	607
2025 Q3	$328K	Buy	12,805 +9,515	+289%	+$240K	0.01%	1047
2025 Q2	$82.8K	Hold	3,290	–	–	﹤0.01%	1756
2025 Q1	$83.5K	Hold	3,290	–	–	﹤0.01%	1626
2024 Q4	$84.5K	Hold	3,290	–	–	﹤0.01%	1556
2024 Q3	$86.4K	Buy	+3,290	New	+$85.6K	﹤0.01%	1473
2023 Q4	–	Sell	-1,000	Closed	-$24.8K	–	3294
2023 Q3	$24.8K	Buy	+1,000	New	+$25.5K	﹤0.01%	1833
2023 Q2	–	Sell	-8,560	Closed	-$214K	–	3558
2023 Q1	$214K	Buy	8,560 +1,540	+22%	+$40K	0.01%	923
2022 Q4	$176K	Buy	+7,020	New	+$178K	﹤0.01%	1420

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

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 22.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

IFP Advisors's SCMB Position: Q2 2026 in Review

IFP Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 25% in Q2 2026, selling an estimated $343K and leaving 40,046 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #727.

IFP Advisors first reported a position in SCMB in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.36M in Q1 2026. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

IFP Advisors held 40,046 shares of Schwab Municipal Bond ETF worth $1.03M as of Q2 2026.
IFP Advisors sold 13,383 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $343K.
Schwab Municipal Bond ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #727 holding.
IFP Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 11 quarters since.
IFP Advisors's Schwab Municipal Bond ETF position peaked at $1.36M in Q1 2026.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.