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Waverly Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Waverly 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 		$3.97M Buy
153,858
+9,712
+7% +$249K 0.02% 506
2026
Q1 		$3.67M Buy
144,146
+123,744
+607% +$3.2M 0.03% 487
2025
Q4 		$526K Buy
20,402
+3,000
+17% +$77.3K ﹤0.01% 986
2025
Q3 		$446K Sell
17,402
-800
-4% -$20.2K ﹤0.01% 893
2025
Q2 		$458K Buy
+18,202
New +$456K 0.01% 826

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Waverly Advisors's SCMB Position: Q2 2026 in Review

Waverly Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 6.7% in Q2 2026, buying an estimated $249K and bringing the position to 153,858 shares worth $3.97M. The position accounts for 0.02% of the portfolio, ranked #506.

Waverly Advisors first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Waverly Advisors held 153,858 shares of Schwab Municipal Bond ETF worth $3.97M as of Q2 2026.
  • Waverly Advisors bought 9,712 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $249K.
  • Schwab Municipal Bond ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #506 holding.
  • Waverly Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.