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Torrey Growth & Income Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Torrey Growth & Income 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 		$1.36M Sell
52,690
-51,000
-49% -$1.31M 0.46% 37
2026
Q1 		$2.64M Sell
103,690
-8,602
-8% -$222K 1.11% 19
2025
Q4 		$2.89M Sell
112,292
-64,170
-36% -$1.65M 1.01% 20
2025
Q3 		$4.52M Buy
+176,462
New +$4.45M 1.33% 14

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

Torrey Growth & Income Advisors's SCMB Position: Q2 2026 in Review

Torrey Growth & Income Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 49% in Q2 2026, selling an estimated $1.31M and leaving 52,690 shares worth $1.36M. The position accounts for 0.46% of the portfolio, ranked #37.

Torrey Growth & Income Advisors first reported a position in SCMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.52M in Q3 2025. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Torrey Growth & Income Advisors held 52,690 shares of Schwab Municipal Bond ETF worth $1.36M as of Q2 2026.
  • Torrey Growth & Income Advisors sold 51,000 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1.31M.
  • Schwab Municipal Bond ETF made up 0.46% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #37 holding.
  • Torrey Growth & Income Advisors first reported a position in Schwab Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Torrey Growth & Income Advisors's Schwab Municipal Bond ETF position peaked at $4.52M in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.