MAI Capital Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

MAI Capital 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	$668K	Buy	25,866 +1,868	+8%	+$47.9K	﹤0.01%	1160
2026 Q1	$611K	Sell	23,998 -946	-4%	-$24.5K	﹤0.01%	946
2025 Q4	$643K	Buy	24,944 +76	+0.3%	+$1.96K	﹤0.01%	885
2025 Q3	$637K	Buy	24,868 +66	+0.3%	+$1.66K	﹤0.01%	843
2025 Q2	$625K	Buy	24,802 +411	+2%	+$10.3K	﹤0.01%	781
2025 Q1	$619K	Buy	24,391 +458	+2%	+$11.7K	﹤0.01%	756
2024 Q4	$615K	Buy	+23,933	New	+$620K	﹤0.01%	777

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

MAI Capital Management's SCMB Position: Q2 2026 in Review

MAI Capital Management increased its Schwab Municipal Bond ETF (SCMB) stake by 7.8% in Q2 2026, buying an estimated $47.9K and bringing the position to 25,866 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

MAI Capital Management first reported a position in SCMB in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

MAI Capital Management held 25,866 shares of Schwab Municipal Bond ETF worth $668K as of Q2 2026.
MAI Capital Management bought 1,868 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $47.9K.
Schwab Municipal Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1160 holding.
MAI Capital Management first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.