PPH
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Pure Portfolios Holdings’s Schwab Municipal Bond ETF SCMB Stock Holding History

Pure Portfolios Holdings’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
2025
Q4 		$3.16M Buy
122,608
+2,345
+2% +$60.4K 0.95% 23
2025
Q3 		$3.08M Buy
120,263
+32,515
+37% +$819K 0.96% 23
2025
Q2 		$2.21M Buy
87,748
+72,663
+482% +$1.82M 0.75% 27
2025
Q1 		$383K Buy
+15,085
New +$387K 0.14% 71

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Pure Portfolios Holdings's SCMB Position: Q4 2025 in Review

Pure Portfolios Holdings increased its Schwab Municipal Bond ETF (SCMB) stake by 1.9% in Q4 2025, buying an estimated $60.4K and bringing the position to 122,608 shares worth $3.16M. The position accounts for 0.95% of the portfolio, ranked #23.

Pure Portfolios Holdings first reported a position in SCMB in Q1 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold SCMB as of Q4 2025.

  • Pure Portfolios Holdings held 122,608 shares of Schwab Municipal Bond ETF worth $3.16M as of Q4 2025.
  • Pure Portfolios Holdings bought 2,345 Schwab Municipal Bond ETF shares in Q4 2025, an estimated $60.4K.
  • Schwab Municipal Bond ETF made up 0.95% of Pure Portfolios Holdings's portfolio in Q4 2025, its #23 holding.
  • Pure Portfolios Holdings first reported a position in Schwab Municipal Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.