IA
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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return