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

Ameritas Advisory Services’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
2025
Q4 		– Sell
-5,530
Closed -$142K – 1911
2025
Q3 		$142K Hold
5,530
– – 0.01% 720
2025
Q2 		$139K Buy
+5,530
New +$139K 0.01% 857

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Jones Financial Companies
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AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameritas Advisory Services's SCMB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Schwab Municipal Bond ETF (SCMB) in Q4 2025, closing a stake of 5,530 shares — an estimated $142K sold.

Ameritas Advisory Services first reported a position in SCMB in Q2 2025 and held it in 2 quarters. The position peaked at $142K in Q3 2025. 151 funds tracked by Wall St. Rank hold SCMB as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Schwab Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 5,530 Schwab Municipal Bond ETF shares in Q4 2025, an estimated $142K.
  • Ameritas Advisory Services first reported a position in Schwab Municipal Bond ETF in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Schwab Municipal Bond ETF position peaked at $142K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.