&Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

&Partners’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	-8,479	Closed	-$218K	–	2458
2025 Q4	$218K	Buy	8,479 +239	+3%	+$6.16K	﹤0.01%	2095
2025 Q3	$211K	Buy	+8,240	New	+$208K	﹤0.01%	1937

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

Jane Street New York $1.21T AUM 78.12% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners's SCMB Position: Q1 2026 in Review

&Partners sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2026, closing a stake of 8,479 shares — an estimated $218K sold.

&Partners first reported a position in SCMB in Q3 2025 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 169 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

&Partners reported no remaining Schwab Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
&Partners sold 8,479 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $218K.
&Partners first reported a position in Schwab Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
&Partners's Schwab Municipal Bond ETF position peaked at $218K in Q4 2025.
169 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.