FFA
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Farther Finance Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Farther Finance Advisors’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 		$398K Buy
15,421
+6,715
+77% +$172K ﹤0.01% 1726
2026
Q1 		$222K Buy
8,706
+7,706
+771% +$199K ﹤0.01% 1952
2025
Q4 		$25.8K Buy
+1,000
New +$25.8K ﹤0.01% 3268
2024
Q1 		– Sell
-3,200
Closed -$84.2K – 3721
2023
Q4 		$84.2K Buy
+3,200
New +$80.8K 0.01% 847

Other funds holding SCMB

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Farther Finance Advisors's SCMB Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 77% in Q2 2026, buying an estimated $172K and bringing the position to 15,421 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Farther Finance Advisors first reported a position in SCMB in Q4 2023 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Farther Finance Advisors held 15,421 shares of Schwab Municipal Bond ETF worth $398K as of Q2 2026.
  • Farther Finance Advisors bought 6,715 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $172K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1726 holding.
  • Farther Finance Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.