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

Unify 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
2026
Q2 		$439K Hold
17,000
– – 0.41% 60
2026
Q1 		$433K Hold
17,000
– – 0.45% 62
2025
Q4 		$438K Buy
+17,000
New +$438K 0.46% 61

Other funds holding SCMB

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
CHIAL
Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Unify Financial Advisors's SCMB Position: Q2 2026 in Review

Unify Financial Advisors held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 17,000 shares worth $439K. The position accounts for 0.41% of the portfolio, ranked #60.

Unify Financial Advisors first reported a position in SCMB in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Unify Financial Advisors held 17,000 shares of Schwab Municipal Bond ETF worth $439K as of Q2 2026.
  • Unify Financial Advisors left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
  • Schwab Municipal Bond ETF made up 0.41% of Unify Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Unify Financial Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.