Advisornet Financial’s Schwab Municipal Bond ETF SCMB Stock Holding History

Advisornet Financial’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 Q1	$676K	Sell	26,528 -1,170	-4%	-$30.2K	0.04%	323
2025 Q4	$714K	Sell	27,698 -1,200	-4%	-$30.9K	0.04%	316
2025 Q3	$740K	Sell	28,898 -3,230	-10%	-$81.4K	0.04%	305
2025 Q2	$809K	Hold	32,128	–	–	0.05%	274
2025 Q1	$815K	Hold	32,128	–	–	0.06%	259
2024 Q4	$825K	Buy	32,128 +1,270	+4%	+$32.9K	0.07%	233
2024 Q3	$810K	Buy	30,858 +1,650	+6%	+$42.9K	0.06%	251
2024 Q2	$751K	Sell	29,208 -4,550	-13%	-$117K	0.07%	241
2024 Q1	$879K	Buy	33,758 +2,010	+6%	+$52.5K	0.08%	223
2023 Q4	$835K	Hold	31,748	–	–	0.08%	242
2023 Q3	$787K	Buy	31,748 +11,018	+53%	+$281K	0.07%	234
2023 Q2	$537K	Buy	20,730 +17,360	+515%	+$450K	0.05%	294
2023 Q1	$88.2K	Buy	+3,370	New	+$87.6K	0.01%	652

Other funds holding SCMB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisornet Financial's SCMB Position: Q1 2026 in Review

Advisornet Financial reduced its Schwab Municipal Bond ETF (SCMB) stake by 4.2% in Q1 2026, selling an estimated $30.2K and leaving 26,528 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #323.

Advisornet Financial first reported a position in SCMB in Q1 2023 and has held it in 13 quarters since. The position peaked at $879K in Q1 2024. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

Advisornet Financial held 26,528 shares of Schwab Municipal Bond ETF worth $676K as of Q1 2026.
Advisornet Financial sold 1,170 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $30.2K.
Schwab Municipal Bond ETF made up 0.04% of Advisornet Financial's portfolio in Q1 2026, its #323 holding.
Advisornet Financial first reported a position in Schwab Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
Advisornet Financial's Schwab Municipal Bond ETF position peaked at $879K in Q1 2024.
167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.