Meridian Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Meridian Wealth 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	$1.36M	Sell	52,784 -1,017	-2%	-$26.1K	0.04%	326
2026 Q1	$1.37M	Buy	53,801 +633	+1%	+$16.4K	0.05%	299
2025 Q4	$1.37M	Buy	53,168 +1,303	+3%	+$33.6K	0.05%	287
2025 Q3	$1.33M	Sell	51,865 -5,527	-10%	-$139K	0.05%	277
2025 Q2	$1.45M	Buy	57,392 +57	+0.1%	+$1.43K	0.06%	247
2025 Q1	$1.45M	Buy	57,335 +2,090	+4%	+$53.6K	0.07%	219
2024 Q4	$1.42M	Buy	55,245 +39,311	+247%	+$1.02M	0.07%	228
2024 Q3	$419K	Buy	+15,934	New	+$415K	0.02%	448

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

Meridian Wealth Management's SCMB Position: Q2 2026 in Review

Meridian Wealth Management reduced its Schwab Municipal Bond ETF (SCMB) stake by 1.9% in Q2 2026, selling an estimated $26.1K and leaving 52,784 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #326.

Meridian Wealth Management first reported a position in SCMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2025. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Meridian Wealth Management held 52,784 shares of Schwab Municipal Bond ETF worth $1.36M as of Q2 2026.
Meridian Wealth Management sold 1,017 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $26.1K.
Schwab Municipal Bond ETF made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #326 holding.
Meridian Wealth Management first reported a position in Schwab Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Meridian Wealth Management's Schwab Municipal Bond ETF position peaked at $1.45M in Q1 2025.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.