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

United Capital 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	$23.4M	Buy	903,490 +123,639	+16%	+$3.17M	0.13%	142
2026 Q1	$19.9M	Buy	779,851 +133,098	+21%	+$3.44M	0.12%	145
2025 Q4	$16.7M	Buy	646,753 +76,770	+13%	+$1.98M	0.1%	168
2025 Q3	$14.6M	Buy	569,983 +107,707	+23%	+$2.71M	0.1%	159
2025 Q2	$11.6M	Buy	462,276 +287,789	+165%	+$7.21M	0.09%	168
2025 Q1	$4.43M	Buy	174,487 +116,383	+200%	+$2.98M	0.04%	290
2024 Q4	$1.49M	Buy	58,104 +30,114	+108%	+$780K	0.01%	479
2024 Q3	$735K	Sell	27,990 -10,000	-26%	-$260K	0.01%	618
2024 Q2	$976K	Buy	+37,990	New	+$977K	0.01%	536

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

United Capital Financial Advisors's SCMB Position: Q2 2026 in Review

United Capital Financial Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 16% in Q2 2026, buying an estimated $3.17M and bringing the position to 903,490 shares worth $23.4M. The position accounts for 0.13% of the portfolio, ranked #142.

United Capital Financial Advisors first reported a position in SCMB in Q2 2024 and has held it in 9 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

United Capital Financial Advisors held 903,490 shares of Schwab Municipal Bond ETF worth $23.4M as of Q2 2026.
United Capital Financial Advisors bought 123,639 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $3.17M.
Schwab Municipal Bond ETF made up 0.13% of United Capital Financial Advisors's portfolio in Q2 2026, its #142 holding.
United Capital Financial Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.