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 Q2	$855K	Sell	33,112 -6,988	-17%	-$179K	﹤0.01%	2450
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Cambridge Investment Research Advisors's SCMB Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 17% in Q2 2026, selling an estimated $179K and leaving 33,112 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Cambridge Investment Research Advisors first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2025. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Cambridge Investment Research Advisors held 33,112 shares of Schwab Municipal Bond ETF worth $855K as of Q2 2026.
Cambridge Investment Research Advisors sold 6,988 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $179K.
Schwab Municipal Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2450 holding.
Cambridge Investment Research Advisors first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Cambridge Investment Research Advisors's Schwab Municipal Bond ETF position peaked at $1.11M in Q4 2025.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.