Envestnet Asset Management
SCMB icon

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

Envestnet 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 		$22.2M Buy
860,999
+134,613
+19% +$3.45M 0.01% 1375
2026
Q1 		$18.5M Buy
726,386
+581,349
+401% +$15M 0.01% 1389
2025
Q4 		$3.74M Sell
145,037
-283,148
-66% -$7.3M ﹤0.01% 2389
2025
Q3 		$11M Buy
428,185
+107,943
+34% +$2.72M ﹤0.01% 1714
2025
Q2 		$8.06M Buy
320,242
+99,133
+45% +$2.48M ﹤0.01% 1881
2025
Q1 		$5.61M Buy
221,109
+95,209
+76% +$2.44M ﹤0.01% 2038
2024
Q4 		$3.23M Buy
125,900
+38,400
+44% +$995K ﹤0.01% 2381
2024
Q3 		$2.3M Buy
87,500
+9,820
+13% +$256K ﹤0.01% 2559
2024
Q2 		$2M Buy
77,680
+12,164
+19% +$313K ﹤0.01% 2599
2024
Q1 		$1.71M Buy
65,516
+382
+0.6% +$9.98K ﹤0.01% 2678
2023
Q4 		$1.71M Buy
65,134
+7,666
+13% +$194K ﹤0.01% 2571
2023
Q3 		$1.42M Sell
57,468
-16
-0% -$408 ﹤0.01% 2561
2023
Q2 		$1.49M Buy
57,484
+132
+0.2% +$3.42K ﹤0.01% 2472
2023
Q1 		$1.5M Sell
57,352
-352
-0.6% -$9.15K ﹤0.01% 2385
2022
Q4 		$1.48M Buy
+57,704
New +$1.46M ﹤0.01% 2365

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management's SCMB Position: Q2 2026 in Review

Envestnet Asset Management increased its Schwab Municipal Bond ETF (SCMB) stake by 19% in Q2 2026, buying an estimated $3.45M and bringing the position to 860,999 shares worth $22.2M. The position accounts for 0.01% of the portfolio, ranked #1375.

Envestnet Asset Management first reported a position in SCMB in Q4 2022 and has held it in 15 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Envestnet Asset Management held 860,999 shares of Schwab Municipal Bond ETF worth $22.2M as of Q2 2026.
  • Envestnet Asset Management bought 134,613 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $3.45M.
  • Schwab Municipal Bond ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1375 holding.
  • Envestnet Asset Management first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.