Savvy Advisors Inc’s Schwab Municipal Bond ETF SCMB Stock Holding History

Savvy Advisors Inc’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	$315K	Hold	12,200	–	–	0.01%	976
2026 Q1	$311K	Buy	+12,200	New	+$315K	0.01%	856
2025 Q2	–	Sell	-34,268	Closed	-$869K	–	670
2025 Q1	$869K	Hold	34,268	–	–	0.09%	191
2024 Q4	$880K	Hold	34,268	–	–	0.11%	161
2024 Q3	$900K	Hold	34,268	–	–	0.18%	116
2024 Q2	$881K	Buy	+34,268	New	+$882K	0.29%	85

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

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 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

Savvy Advisors Inc's SCMB Position: Q2 2026 in Review

Savvy Advisors Inc held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 12,200 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #976.

Savvy Advisors Inc first reported a position in SCMB in Q2 2024 and has held it in 6 quarters since. The position peaked at $900K in Q3 2024. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Savvy Advisors Inc held 12,200 shares of Schwab Municipal Bond ETF worth $315K as of Q2 2026.
Savvy Advisors Inc left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
Schwab Municipal Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #976 holding.
Savvy Advisors Inc first reported a position in Schwab Municipal Bond ETF in Q2 2024 and has held it in 6 quarters since.
Savvy Advisors Inc's Schwab Municipal Bond ETF position peaked at $900K in Q3 2024.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.