AWM
SCMB icon

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return