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SCMB icon

MYeCFO’s Schwab Municipal Bond ETF SCMB Stock Holding History

MYeCFO’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 		$4.32M Sell
167,230
-8,950
-5% -$230K 1.63% 12
2026
Q1 		$4.49M Buy
176,180
+3,740
+2% +$96.7K 1.88% 11
2025
Q4 		$4.44M Buy
172,440
+22,740
+15% +$586K 1.89% 12
2025
Q3 		$3.83M Buy
149,700
+4,540
+3% +$114K 1.74% 11
2025
Q2 		$3.66M Buy
145,160
+12,400
+9% +$311K 1.79% 11
2025
Q1 		$3.36M Buy
132,760
+7,472
+6% +$192K 1.78% 11
2024
Q4 		$3.23M Buy
125,288
+730
+0.6% +$18.9K 1.74% 12
2024
Q3 		$3.28M Buy
124,558
+7,518
+6% +$196K 1.78% 13
2024
Q2 		$3.01M Sell
117,040
-55,960
-32% -$1.44M 1.73% 13
2024
Q1 		$4.5M Sell
173,000
-10,560
-6% -$276K 2.64% 8
2023
Q4 		$4.82M Buy
183,560
+13,440
+8% +$339K 3.04% 8
2023
Q3 		$4.22M Buy
170,120
+33,760
+25% +$862K 2.92% 8
2023
Q2 		$3.53M Buy
136,360
+12,490
+10% +$324K 2.57% 10
2023
Q1 		$3.24M Buy
123,870
+80,890
+188% +$2.1M 2.43% 12
2022
Q4 		$1.1M Buy
+42,980
New +$1.09M 0.91% 21

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
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
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

MYeCFO's SCMB Position: Q2 2026 in Review

MYeCFO reduced its Schwab Municipal Bond ETF (SCMB) stake by 5.1% in Q2 2026, selling an estimated $230K and leaving 167,230 shares worth $4.32M. The position accounts for 1.63% of the portfolio, ranked #12.

MYeCFO first reported a position in SCMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.82M in Q4 2023. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • MYeCFO held 167,230 shares of Schwab Municipal Bond ETF worth $4.32M as of Q2 2026.
  • MYeCFO sold 8,950 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $230K.
  • Schwab Municipal Bond ETF made up 1.63% of MYeCFO's portfolio in Q2 2026, its #12 holding.
  • MYeCFO first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • MYeCFO's Schwab Municipal Bond ETF position peaked at $4.82M in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on MYeCFO's 13F filing for Q2 2026, filed 10 Aug 2026.