TSA Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

TSA Wealth Management’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	$1.6M	Sell	62,130 -3,157	-5%	-$81K	0.45%	39
2026 Q1	$1.66M	Buy	65,287 +6,687	+11%	+$173K	0.54%	35
2025 Q4	$1.51M	Buy	58,600 +3,856	+7%	+$99.4K	0.5%	36
2025 Q3	$1.4M	Buy	54,744 +1,997	+4%	+$50.3K	0.48%	36
2025 Q2	$1.33M	Buy	52,747 +24,342	+86%	+$610K	0.49%	33
2025 Q1	$721K	Sell	28,405 -135	-0.5%	-$3.46K	0.29%	41
2024 Q4	$733K	Buy	28,540 +2	+0%	+$52	0.3%	38
2024 Q3	$750K	Buy	28,538 +14,732	+107%	+$383K	0.3%	36
2024 Q2	$355K	Buy	+13,806	New	+$355K	0.15%	50

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

TSA Wealth Management's SCMB Position: Q2 2026 in Review

TSA Wealth Management reduced its Schwab Municipal Bond ETF (SCMB) stake by 4.8% in Q2 2026, selling an estimated $81K and leaving 62,130 shares worth $1.6M. The position accounts for 0.45% of the portfolio, ranked #39.

TSA Wealth Management first reported a position in SCMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.66M in Q1 2026. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

TSA Wealth Management held 62,130 shares of Schwab Municipal Bond ETF worth $1.6M as of Q2 2026.
TSA Wealth Management sold 3,157 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $81K.
Schwab Municipal Bond ETF made up 0.45% of TSA Wealth Management's portfolio in Q2 2026, its #39 holding.
TSA Wealth Management first reported a position in Schwab Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
TSA Wealth Management's Schwab Municipal Bond ETF position peaked at $1.66M in Q1 2026.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.