UCFA
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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
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 0.11% 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $762M AUM 16.14% 1-Year Est. Return