West Paces Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

West Paces 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	$50.3K	Hold	1,950	–	–	0.01%	273
2026 Q1	$49.7K	Sell	1,950 -4,080	-68%	-$105K	0.01%	178
2025 Q4	$155K	Sell	6,030 -585	-9%	-$15.1K	0.03%	161
2025 Q3	$169K	Hold	6,615	–	–	0.03%	152
2025 Q2	$167K	Sell	6,615 -3,950	-37%	-$99K	0.04%	156
2025 Q1	$268K	Sell	10,565 -7,120	-40%	-$183K	0.06%	117
2024 Q4	$454K	Buy	+17,685	New	+$458K	0.11%	89

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

West Paces Advisors's SCMB Position: Q2 2026 in Review

West Paces Advisors held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 1,950 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #273.

West Paces Advisors first reported a position in SCMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $454K in Q4 2024. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

West Paces Advisors held 1,950 shares of Schwab Municipal Bond ETF worth $50.3K as of Q2 2026.
West Paces Advisors left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
Schwab Municipal Bond ETF made up 0.01% of West Paces Advisors's portfolio in Q2 2026, its #273 holding.
West Paces Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
West Paces Advisors's Schwab Municipal Bond ETF position peaked at $454K in Q4 2024.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.