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SCMBSCMB
14 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in SCHWAB MUNICIPAL BOND ETF

RWA WEALTH PARTNERS, LLC holds 279,549 shares of SCMB (SCHWAB MUNICIPAL BOND ETF), worth $7.2M as of 2026-Q2. The position was increased (+16.3% shares). SCMB represents 0.1% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$7.2M

Current Shares

279,549

Total Value Change

+$7M

Total Shares Change

+275,279

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
279,549
+16.3%
$7.2M0.1%$25.66
32
2026-Q1
Decreased
240,465
-0.3%
$6.1M0.1%$25.10
0
2025-Q4
Increased
241,215
+21.3%
$6.2M0.1%$25.23
33
2025-Q3
Increased
198,918
+101.3%
$5.1M0.1%$24.79
43
2025-Q2
Decreased
98,812
-28.0%
$2.5M0.0%$24.15
0
2025-Q1
Decreased
137,197
-2.7%
$3.5M0.0%$24.16
0
2024-Q4
Increased
140,946
+102.8%
$3.6M0.0%$24.31
43
2024-Q3
Increased
69,513
+0.9%
$3.7M0.0%$24.60
27
2024-Q2
Increased
68,858
+0.9%
$3.5M0.0%$23.87
27
2024-Q1
Increased
68,258
+4.9%
$3.6M0.0%$23.97
28
2023-Q4
Increased
65,097
+225.7%
$3.4M0.0%$24.09
43
2023-Q3
Increased
19,989
+368.1%
$990,9550.0%$22.45
40
2023-Q2
Unchanged
4,270
0.0%
$221,3180.0%$23.29
0
2023-Q1
New
4,270
-
$223,6070.0%$23.35
32

Other major holders of SCMB: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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