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

Pallas 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 		$23.7M Buy
918,625
+73,390
+9% +$1.88M 0.73% 28
2026
Q1 		$21.5M Sell
845,235
-48,909
-5% -$1.26M 0.81% 22
2025
Q4 		$23M Buy
894,144
+113,208
+14% +$2.92M 0.76% 24
2025
Q3 		$20M Buy
780,936
+25,421
+3% +$641K 0.74% 23
2025
Q2 		$19M Buy
755,515
+86,264
+13% +$2.16M 0.72% 23
2025
Q1 		$17M Buy
669,251
+129,549
+24% +$3.32M 0.71% 23
2024
Q4 		$13.9M Sell
539,702
-422,616
-44% -$10.9M 0.59% 32
2024
Q3 		$12.4M Buy
962,318
+661,596
+220% +$17.2M 0.53% 34
2024
Q2 		$7.78M Buy
300,722
+18,828
+7% +$484K 0.35% 62
2024
Q1 		$7.34M Buy
281,894
+29,450
+12% +$769K 0.31% 59
2023
Q4 		$6.64M Buy
252,444
+23,862
+10% +$603K 0.35% 56
2023
Q3 		$5.57M Buy
+228,582
New +$5.83M 0.34% 61

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Pallas Capital Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 8.7% in Q2 2026, buying an estimated $1.88M and bringing the position to 918,625 shares worth $23.7M. The position accounts for 0.73% of the portfolio, ranked #28.

Pallas Capital Advisors first reported a position in SCMB in Q3 2023 and has held it in 12 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Pallas Capital Advisors held 918,625 shares of Schwab Municipal Bond ETF worth $23.7M as of Q2 2026.
  • Pallas Capital Advisors bought 73,390 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1.88M.
  • Schwab Municipal Bond ETF made up 0.73% of Pallas Capital Advisors's portfolio in Q2 2026, its #28 holding.
  • Pallas Capital Advisors first reported a position in Schwab Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.