Cambridge Investment Research Advisors
SCMB icon

Cambridge Investment Research Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Cambridge Investment Research Advisors’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 		$1.02M Sell
40,100
-3,140
-7% -$81.2K ﹤0.01% 2151
2025
Q4 		$1.11M Buy
43,240
+2,552
+6% +$65.8K ﹤0.01% 2010
2025
Q3 		$1.04M Buy
40,688
+7,483
+23% +$189K ﹤0.01% 2028
2025
Q2 		$836K Buy
+33,205
New +$832K ﹤0.01% 2101

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

Cambridge Investment Research Advisors's SCMB Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 7.3% in Q1 2026, selling an estimated $81.2K and leaving 40,100 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

Cambridge Investment Research Advisors first reported a position in SCMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q4 2025. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Cambridge Investment Research Advisors held 40,100 shares of Schwab Municipal Bond ETF worth $1.02M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 3,140 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $81.2K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2151 holding.
  • Cambridge Investment Research Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Cambridge Investment Research Advisors's Schwab Municipal Bond ETF position peaked at $1.11M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.