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

MSH 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
Q1 		– Sell
-13,876
Closed -$357K – 292
2025
Q4 		$357K Buy
+13,876
New +$358K 0.08% 209

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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 $1.21T AUM 78.12% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MSH Capital Advisors's SCMB Position: Q1 2026 in Review

MSH Capital Advisors sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2026, closing a stake of 13,876 shares — an estimated $357K sold.

MSH Capital Advisors first reported a position in SCMB in Q4 2025 and held it in 1 quarter. The position peaked at $357K in Q4 2025. 169 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • MSH Capital Advisors reported no remaining Schwab Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MSH Capital Advisors sold 13,876 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $357K.
  • MSH Capital Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • MSH Capital Advisors's Schwab Municipal Bond ETF position peaked at $357K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.