MCA
SCMB icon

Maryland Capital Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Maryland Capital 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 		$3.59K Buy
+139
New +$3.57K ﹤0.01% 227
2025
Q4 		$3.58K Hold
139
– – ﹤0.01% 233
2025
Q3 		$3.56K Buy
+139
New +$3.5K ﹤0.01% 214

Other funds holding SCMB

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
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Maryland Capital Advisors's SCMB Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 139 shares worth $3.59K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in SCMB as recently as Q4 2025.

Maryland Capital Advisors first reported a position in SCMB in Q3 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Maryland Capital Advisors held 139 shares of Schwab Municipal Bond ETF worth $3.59K as of Q2 2026.
  • Schwab Municipal Bond ETF was a new Maryland Capital Advisors position in Q2 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #227 holding.
  • Maryland Capital Advisors first reported a position in Schwab Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

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