Cerity Partners
SCMB icon

Cerity Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

Cerity Partners’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 		$404K Buy
+15,636
New +$401K ﹤0.01% 2568
2026
Q1 		– Sell
-9,277
Closed -$239K – 3379
2025
Q4 		$239K Buy
+9,277
New +$239K ﹤0.01% 2534

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

Cerity Partners's SCMB Position: Q2 2026 in Review

Cerity Partners opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 15,636 shares worth $404K. The stake represents ﹤0.01% of the portfolio and ranks #2568 among its holdings. This is a return to the name: Cerity Partners previously reported a position in SCMB as recently as Q4 2025.

Cerity Partners first reported a position in SCMB in Q4 2025 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Cerity Partners held 15,636 shares of Schwab Municipal Bond ETF worth $404K as of Q2 2026.
  • Schwab Municipal Bond ETF was a new Cerity Partners position in Q2 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2568 holding.
  • Cerity Partners first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.