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Revisor Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Revisor Wealth Management’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 		$365K Sell
14,120
-2,320
-14% -$59.5K 0.09% 255
2026
Q1 		$419K Sell
16,440
-114
-0.7% -$2.95K 0.12% 191
2025
Q4 		$428K Buy
+16,554
New +$427K 0.11% 182

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

Revisor Wealth Management's SCMB Position: Q2 2026 in Review

Revisor Wealth Management reduced its Schwab Municipal Bond ETF (SCMB) stake by 14% in Q2 2026, selling an estimated $59.5K and leaving 14,120 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #255.

Revisor Wealth Management first reported a position in SCMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $428K in Q4 2025. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Revisor Wealth Management held 14,120 shares of Schwab Municipal Bond ETF worth $365K as of Q2 2026.
  • Revisor Wealth Management sold 2,320 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $59.5K.
  • Schwab Municipal Bond ETF made up 0.09% of Revisor Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Revisor Wealth Management first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Revisor Wealth Management's Schwab Municipal Bond ETF position peaked at $428K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.