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Pasadena Private Wealth’s Schwab Municipal Bond ETF SCMB Stock Holding History

Pasadena Private Wealth’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 		$1.16M Buy
44,784
+11,546
+35% +$296K 0.15% 82
2026
Q1 		$847K Buy
+33,238
New +$859K 0.12% 96

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

Pasadena Private Wealth's SCMB Position: Q2 2026 in Review

Pasadena Private Wealth increased its Schwab Municipal Bond ETF (SCMB) stake by 35% in Q2 2026, buying an estimated $296K and bringing the position to 44,784 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #82.

Pasadena Private Wealth first reported a position in SCMB in Q1 2026 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Pasadena Private Wealth held 44,784 shares of Schwab Municipal Bond ETF worth $1.16M as of Q2 2026.
  • Pasadena Private Wealth bought 11,546 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $296K.
  • Schwab Municipal Bond ETF made up 0.15% of Pasadena Private Wealth's portfolio in Q2 2026, its #82 holding.
  • Pasadena Private Wealth first reported a position in Schwab Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.