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

VCI 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	$232K	Sell	8,971 -1,025	-10%	-$26.3K	0.06%	92
2026 Q1	$255K	Sell	9,996 -312	-3%	-$8.06K	0.07%	117
2025 Q4	$266K	Buy	10,308 +121	+1%	+$3.12K	0.07%	104
2025 Q3	$261K	Sell	10,187 -5,795	-36%	-$146K	0.08%	113
2025 Q2	$402K	Buy	15,982 +505	+3%	+$12.7K	0.14%	97
2025 Q1	$393K	Sell	15,477 -2,207	-12%	-$56.6K	0.16%	98
2024 Q4	$454K	Sell	17,684 -288	-2%	-$7.46K	0.19%	78
2024 Q3	$472K	Sell	17,972 -244	-1%	-$6.35K	0.21%	81
2024 Q2	$468K	Buy	18,216 +4,608	+34%	+$119K	0.23%	85
2024 Q1	$354K	Sell	13,608 -692	-5%	-$18.1K	0.24%	90
2023 Q4	$376K	Buy	+14,300	New	+$361K	0.23%	87

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

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

VCI Wealth Management reduced its Schwab Municipal Bond ETF (SCMB) stake by 10% in Q2 2026, selling an estimated $26.3K and leaving 8,971 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #92.

VCI Wealth Management first reported a position in SCMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $472K in Q3 2024. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

VCI Wealth Management held 8,971 shares of Schwab Municipal Bond ETF worth $232K as of Q2 2026.
VCI Wealth Management sold 1,025 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $26.3K.
Schwab Municipal Bond ETF made up 0.06% of VCI Wealth Management's portfolio in Q2 2026, its #92 holding.
VCI Wealth Management first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
VCI Wealth Management's Schwab Municipal Bond ETF position peaked at $472K in Q3 2024.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.