Commonwealth Equity Services’s Schwab Municipal Bond ETF SCMB Stock Holding History

Commonwealth Equity Services’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	$529K	Sell	20,475 -25,405	-55%	-$652K	﹤0.01%	3266
2026 Q1	$1.17M	Buy	45,880 +20,878	+84%	+$540K	﹤0.01%	2479
2025 Q4	$644K	Buy	25,002 +17,158	+219%	+$442K	﹤0.01%	2960
2025 Q3	$201K	Sell	7,844 -4,264	-35%	-$107K	﹤0.01%	3948
2025 Q2	$305K	Buy	+12,108	New	+$303K	﹤0.01%	3562

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

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 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

Commonwealth Equity Services's SCMB Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Schwab Municipal Bond ETF (SCMB) stake by 55% in Q2 2026, selling an estimated $652K and leaving 20,475 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

Commonwealth Equity Services first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q1 2026. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Commonwealth Equity Services held 20,475 shares of Schwab Municipal Bond ETF worth $529K as of Q2 2026.
Commonwealth Equity Services sold 25,405 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $652K.
Schwab Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3266 holding.
Commonwealth Equity Services first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Commonwealth Equity Services's Schwab Municipal Bond ETF position peaked at $1.17M in Q1 2026.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.