Corient Private Wealth
SCMB icon

Corient Private Wealth’s Schwab Municipal Bond ETF SCMB Stock Holding History

Corient Private Wealth’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 		$436K Buy
16,875
+4,310
+34% +$111K ﹤0.01% 2329
2026
Q1 		$320K Buy
12,565
+331
+3% +$8.55K ﹤0.01% 2288
2025
Q4 		$315K Buy
+12,234
New +$315K ﹤0.01% 2141
2025
Q3 		– Sell
-26,426
Closed -$665K – 2664
2025
Q2 		$665K Buy
+26,426
New +$662K ﹤0.01% 1553

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

Corient Private Wealth's SCMB Position: Q2 2026 in Review

Corient Private Wealth increased its Schwab Municipal Bond ETF (SCMB) stake by 34% in Q2 2026, buying an estimated $111K and bringing the position to 16,875 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

Corient Private Wealth first reported a position in SCMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $665K in Q2 2025. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Corient Private Wealth held 16,875 shares of Schwab Municipal Bond ETF worth $436K as of Q2 2026.
  • Corient Private Wealth bought 4,310 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $111K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2329 holding.
  • Corient Private Wealth first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Schwab Municipal Bond ETF position peaked at $665K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.