Cornerstone Advisors Asset Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Cornerstone Advisors Asset Management’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	$2.46M	Sell	95,092 -46,633	-33%	-$1.2M	0.32%	53
2026 Q1	$3.61M	Buy	141,725 +12,485	+10%	+$323K	0.56%	39
2025 Q4	$3.33M	Buy	129,240 +44,037	+52%	+$1.13M	0.54%	38
2025 Q3	$2.18M	Hold	85,203	–	–	0.38%	46
2025 Q2	$2.15M	Buy	85,203 +4,084	+5%	+$102K	0.41%	45
2025 Q1	$2.06M	Buy	81,119 +34,924	+76%	+$895K	0.42%	44
2024 Q4	$1.19M	Buy	46,195 +21,171	+85%	+$548K	0.26%	50
2024 Q3	$657K	Buy	+25,024	New	+$651K	0.15%	68

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

Cornerstone Advisors Asset Management's SCMB Position: Q2 2026 in Review

Cornerstone Advisors Asset Management reduced its Schwab Municipal Bond ETF (SCMB) stake by 33% in Q2 2026, selling an estimated $1.2M and leaving 95,092 shares worth $2.46M. The position accounts for 0.32% of the portfolio, ranked #53.

Cornerstone Advisors Asset Management first reported a position in SCMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.61M in Q1 2026. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Cornerstone Advisors Asset Management held 95,092 shares of Schwab Municipal Bond ETF worth $2.46M as of Q2 2026.
Cornerstone Advisors Asset Management sold 46,633 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1.2M.
Schwab Municipal Bond ETF made up 0.32% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #53 holding.
Cornerstone Advisors Asset Management first reported a position in Schwab Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Cornerstone Advisors Asset Management's Schwab Municipal Bond ETF position peaked at $3.61M in Q1 2026.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.