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Wedmont Private Capital’s Schwab Municipal Bond ETF SCMB Stock Holding History

Wedmont Private Capital’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 		$12.7M Buy
494,540
+391
+0.1% +$10K 0.35% 46
2026
Q1 		$12.7M Buy
494,149
+1,766
+0.4% +$45.6K 0.41% 37
2025
Q4 		$12.7M Buy
492,383
+3,031
+0.6% +$78.1K 0.44% 36
2025
Q3 		$12.5M Sell
489,352
-132
-0% -$3.33K 0.47% 35
2025
Q2 		$12.3M Sell
489,484
-84,865
-15% -$2.13M 0.52% 31
2025
Q1 		$14.2M Buy
574,349
+77,781
+16% +$1.99M 0.73% 23
2024
Q4 		$12.7M Buy
496,568
+2,190
+0.4% +$56.7K 0.67% 26
2024
Q3 		$12.9M Sell
494,378
-3,580
-0.7% -$93.2K 0.74% 25
2024
Q2 		$12.9M Buy
497,958
+3,516
+0.7% +$90.5K 0.81% 21
2024
Q1 		$12.8M Buy
494,442
+1,278
+0.3% +$33.4K 0.93% 19
2023
Q4 		$13M Buy
493,164
+267,926
+119% +$6.77M 1.06% 17
2023
Q3 		$5.54M Sell
225,238
-6,318
-3% -$161K 0.56% 32
2023
Q2 		$5.99M Buy
231,556
+26,904
+13% +$698K 0.65% 26
2023
Q1 		$5.37M Buy
204,652
+74,720
+58% +$1.94M 0.71% 22
2022
Q4 		$3.37M Buy
+129,932
New +$3.29M 0.5% 33

Other funds holding SCMB

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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

Wedmont Private Capital's SCMB Position: Q2 2026 in Review

Wedmont Private Capital increased its Schwab Municipal Bond ETF (SCMB) stake by 0.08% in Q2 2026, buying an estimated $10K and bringing the position to 494,540 shares worth $12.7M. The position accounts for 0.35% of the portfolio, ranked #46.

Wedmont Private Capital first reported a position in SCMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.2M in Q1 2025. 46 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Wedmont Private Capital held 494,540 shares of Schwab Municipal Bond ETF worth $12.7M as of Q2 2026.
  • Wedmont Private Capital bought 391 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $10K.
  • Schwab Municipal Bond ETF made up 0.35% of Wedmont Private Capital's portfolio in Q2 2026, its #46 holding.
  • Wedmont Private Capital first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Wedmont Private Capital's Schwab Municipal Bond ETF position peaked at $14.2M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.