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

Allworth 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
Q2 		$94.2K Hold
3,647
– – ﹤0.01% 1976
2026
Q1 		$92.9K Buy
3,647
+3,617
+12,057% +$93.5K ﹤0.01% 1877
2025
Q4 		$773 Hold
30
– – ﹤0.01% 4434
2025
Q3 		$769 Buy
+30
New +$756 ﹤0.01% 4323
2025
Q2 		– Sell
-1,150
Closed -$28.9K – 4663
2025
Q1 		$28.9K Buy
+1,150
New +$29.5K ﹤0.01% 1854

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
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

Allworth Financial's SCMB Position: Q2 2026 in Review

Allworth Financial held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 3,647 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Allworth Financial first reported a position in SCMB in Q1 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Allworth Financial held 3,647 shares of Schwab Municipal Bond ETF worth $94.2K as of Q2 2026.
  • Allworth Financial left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1976 holding.
  • Allworth Financial first reported a position in Schwab Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.