Advisory Services Network’s Schwab Municipal Bond ETF SCMB Stock Holding History

Advisory Services Network’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	$501K	Buy	+19,410	New	+$498K	0.01%	1394
2024 Q1	–	Sell	-410	Closed	-$10.8K	–	3274
2023 Q4	$10.8K	Buy	+410	New	+$10.4K	﹤0.01%	2830

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

Advisory Services Network's SCMB Position: Q2 2026 in Review

Advisory Services Network opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 19,410 shares worth $501K. The stake represents 0.01% of the portfolio and ranks #1394 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SCMB as recently as Q4 2023.

Advisory Services Network first reported a position in SCMB in Q4 2023 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Advisory Services Network held 19,410 shares of Schwab Municipal Bond ETF worth $501K as of Q2 2026.
Schwab Municipal Bond ETF was a new Advisory Services Network position in Q2 2026.
Schwab Municipal Bond ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1394 holding.
Advisory Services Network first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 2 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.