Cetera Investment Advisers
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Cetera Investment Advisers’s Schwab Municipal Bond ETF SCMB Stock Holding History

Cetera Investment Advisers’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 		$1.75M Buy
67,723
+124
+0.2% +$3.18K ﹤0.01% 2500
2026
Q1 		$1.72M Buy
67,599
+9,627
+17% +$249K ﹤0.01% 2422
2025
Q4 		$1.49M Buy
57,972
+8,174
+16% +$211K ﹤0.01% 2467
2025
Q3 		$1.28M Buy
49,798
+5,138
+12% +$129K ﹤0.01% 2560
2025
Q2 		$1.12M Sell
44,660
-14,258
-24% -$357K ﹤0.01% 2280
2025
Q1 		$1.49M Buy
58,918
+2,847
+5% +$73K ﹤0.01% 1962
2024
Q4 		$1.44M Sell
56,071
-507
-0.9% -$13.1K ﹤0.01% 1899
2024
Q3 		$1.49M Sell
56,578
-1,228
-2% -$32K ﹤0.01% 1820
2024
Q2 		$1.49M Sell
57,806
-15,002
-21% -$386K ﹤0.01% 1798
2024
Q1 		$1.89M Buy
72,808
+34,956
+92% +$913K ﹤0.01% 1595
2023
Q4 		$996K Buy
37,852
+7,430
+24% +$188K 0.01% 1104
2023
Q3 		$754K Buy
30,422
+126
+0.4% +$3.22K 0.01% 1196
2023
Q2 		$785K Sell
30,296
-1,058
-3% -$27.4K 0.01% 1189
2023
Q1 		$821K Sell
31,354
-400
-1% -$10.4K 0.01% 1132
2022
Q4 		$814K Buy
+31,754
New +$803K 0.01% 1089

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 $3.62B AUM 24.8% 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 22.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Cetera Investment Advisers's SCMB Position: Q2 2026 in Review

Cetera Investment Advisers increased its Schwab Municipal Bond ETF (SCMB) stake by 0.18% in Q2 2026, buying an estimated $3.18K and bringing the position to 67,723 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Cetera Investment Advisers first reported a position in SCMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.89M in Q1 2024. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Cetera Investment Advisers held 67,723 shares of Schwab Municipal Bond ETF worth $1.75M as of Q2 2026.
  • Cetera Investment Advisers bought 124 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $3.18K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2500 holding.
  • Cetera Investment Advisers first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Schwab Municipal Bond ETF position peaked at $1.89M in Q1 2024.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.