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Signature Estate & Investment Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Signature Estate & Investment Advisors’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 		$449K Buy
+17,400
New +$446K 0.01% 455

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

Signature Estate & Investment Advisors's SCMB Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 17,400 shares worth $449K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings.

196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Signature Estate & Investment Advisors held 17,400 shares of Schwab Municipal Bond ETF worth $449K as of Q2 2026.
  • Schwab Municipal Bond ETF was a new Signature Estate & Investment Advisors position in Q2 2026.
  • Schwab Municipal Bond ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #455 holding.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.