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RWA Wealth Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

RWA Wealth 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
Q2 		$7.22M Buy
279,549
+39,084
+16% +$1M 0.07% 138
2026
Q1 		$6.13M Sell
240,465
-750
-0.3% -$19.4K 0.07% 142
2025
Q4 		$6.21M Buy
241,215
+42,297
+21% +$1.09M 0.07% 145
2025
Q3 		$5.09M Buy
198,918
+100,106
+101% +$2.52M 0.06% 172
2025
Q2 		$2.49M Sell
98,812
-38,385
-28% -$962K 0.03% 224
2025
Q1 		$3.48M Sell
137,197
-3,749
-3% -$96.1K 0.04% 186
2024
Q4 		$3.62M Buy
140,946
+1,920
+1% +$49.7K 0.04% 185
2024
Q3 		$3.65M Buy
139,026
+1,310
+1% +$34.1K 0.05% 186
2024
Q2 		$3.54M Buy
137,716
+1,200
+0.9% +$30.9K 0.05% 177
2024
Q1 		$3.55M Buy
136,516
+6,322
+5% +$165K 0.05% 179
2023
Q4 		$3.42M Buy
130,194
+90,216
+226% +$2.28M 0.05% 166
2023
Q3 		$991K Buy
39,978
+31,438
+368% +$802K 0.02% 193
2023
Q2 		$221K Hold
8,540
– – ﹤0.01% 306
2023
Q1 		$224K Buy
+8,540
New +$222K 0.01% 239

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

RWA Wealth Partners's SCMB Position: Q2 2026 in Review

RWA Wealth Partners increased its Schwab Municipal Bond ETF (SCMB) stake by 16% in Q2 2026, buying an estimated $1M and bringing the position to 279,549 shares worth $7.22M. The position accounts for 0.07% of the portfolio, ranked #138.

RWA Wealth Partners first reported a position in SCMB in Q1 2023 and has held it in 14 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • RWA Wealth Partners held 279,549 shares of Schwab Municipal Bond ETF worth $7.22M as of Q2 2026.
  • RWA Wealth Partners bought 39,084 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1M.
  • Schwab Municipal Bond ETF made up 0.07% of RWA Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • RWA Wealth Partners first reported a position in Schwab Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.