AE Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

AE Wealth Management’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	$205K	Buy	7,925 +3,471	+78%	+$89K	﹤0.01%	1712
2026 Q1	$113K	Sell	4,454 -6,408	-59%	-$166K	﹤0.01%	1764
2025 Q4	$280K	Buy	10,862 +10,222	+1,597%	+$263K	﹤0.01%	1342
2025 Q3	$16.4K	Sell	640 -32	-5%	-$806	﹤0.01%	1930
2025 Q2	$16.9K	Sell	672 -298	-31%	-$7.47K	﹤0.01%	1797
2025 Q1	$24.6K	Buy	970 +774	+395%	+$19.8K	﹤0.01%	1697
2024 Q4	$5.03K	Buy	+196	New	+$5.08K	﹤0.01%	1919
2024 Q1	–	Sell	-18,184	Closed	-$473K	–	1828
2023 Q4	$473K	Buy	+18,184	New	+$459K	﹤0.01%	1467

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 $3.59B AUM 17.8% 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 22.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

AE Wealth Management's SCMB Position: Q2 2026 in Review

AE Wealth Management increased its Schwab Municipal Bond ETF (SCMB) stake by 78% in Q2 2026, buying an estimated $89K and bringing the position to 7,925 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

AE Wealth Management first reported a position in SCMB in Q4 2023 and has held it in 8 quarters since. The position peaked at $473K in Q4 2023. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

AE Wealth Management held 7,925 shares of Schwab Municipal Bond ETF worth $205K as of Q2 2026.
AE Wealth Management bought 3,471 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $89K.
Schwab Municipal Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1712 holding.
AE Wealth Management first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 8 quarters since.
AE Wealth Management's Schwab Municipal Bond ETF position peaked at $473K in Q4 2023.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.