SA
SCMB icon

Stolz & Associates’s Schwab Municipal Bond ETF SCMB Stock Holding History

Stolz & Associates’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 		$996K Buy
38,590
+90
+0.2% +$2.31K 0.62% 14
2026
Q1 		$989K Buy
38,500
+3,435
+10% +$88.8K 0.69% 15
2025
Q4 		$903K Buy
+35,065
New +$904K 0.7% 18

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 $3.59B AUM 17.8% 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 22.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Stolz & Associates's SCMB Position: Q2 2026 in Review

Stolz & Associates increased its Schwab Municipal Bond ETF (SCMB) stake by 0.23% in Q2 2026, buying an estimated $2.31K and bringing the position to 38,590 shares worth $996K. The position accounts for 0.62% of the portfolio, ranked #14.

Stolz & Associates first reported a position in SCMB in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Stolz & Associates held 38,590 shares of Schwab Municipal Bond ETF worth $996K as of Q2 2026.
  • Stolz & Associates bought 90 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $2.31K.
  • Schwab Municipal Bond ETF made up 0.62% of Stolz & Associates's portfolio in Q2 2026, its #14 holding.
  • Stolz & Associates first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.