Trinity Financial Advisors
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Trinity Financial Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Trinity Financial 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
2025
Q2 		– Sell
-42,319
Closed -$1.08M – 96
2025
Q1 		$1.08M Buy
+42,319
New +$1.09M 0.39% 34

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Jones Financial Companies
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Fort Point Capital Partners
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Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Trinity Financial Advisors's SCMB Position: Q2 2025 in Review

Trinity Financial Advisors sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2025, closing a stake of 42,319 shares — an estimated $1.08M sold.

Trinity Financial Advisors first reported a position in SCMB in Q1 2025 and held it in 1 quarter. The position peaked at $1.08M in Q1 2025. 112 funds tracked by Wall St. Rank hold SCMB as of Q2 2025.

  • Trinity Financial Advisors reported no remaining Schwab Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Trinity Financial Advisors sold 42,319 Schwab Municipal Bond ETF shares in Q2 2025, an estimated $1.08M.
  • Trinity Financial Advisors first reported a position in Schwab Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Trinity Financial Advisors's Schwab Municipal Bond ETF position peaked at $1.08M in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2025.

Based on Trinity Financial Advisors's 13F filing for Q2 2025, filed 3 Jul 2025.