Brinker Capital Investments
SCMB icon

Brinker Capital Investments’s Schwab Municipal Bond ETF SCMB Stock Holding History

Brinker Capital Investments’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 		– Sell
-11,939
Closed -$308K – 2224
2025
Q4 		$308K Hold
11,939
– – ﹤0.01% 1801
2025
Q3 		$306K Buy
11,939
+1,250
+12% +$31.5K ﹤0.01% 1747
2025
Q2 		$269K Buy
+10,689
New +$268K ﹤0.01% 1756

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
Avidian Wealth Enterprises
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Brinker Capital Investments's SCMB Position: Q1 2026 in Review

Brinker Capital Investments sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2026, closing a stake of 11,939 shares — an estimated $308K sold.

Brinker Capital Investments first reported a position in SCMB in Q2 2025 and held it in 3 quarters. The position peaked at $308K in Q4 2025. 169 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Brinker Capital Investments reported no remaining Schwab Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 11,939 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $308K.
  • Brinker Capital Investments first reported a position in Schwab Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
  • Brinker Capital Investments's Schwab Municipal Bond ETF position peaked at $308K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.