FWCM
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Ferguson Wellman Capital Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Ferguson Wellman Capital 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 		$2.9M Sell
112,247
-66,407
-37% -$1.7M 0.04% 155
2026
Q1 		$4.55M Buy
+178,654
New +$4.62M 0.06% 133

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

Ferguson Wellman Capital Management's SCMB Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Schwab Municipal Bond ETF (SCMB) stake by 37% in Q2 2026, selling an estimated $1.7M and leaving 112,247 shares worth $2.9M. The position accounts for 0.04% of the portfolio, ranked #155.

Ferguson Wellman Capital Management first reported a position in SCMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.55M in Q1 2026. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Ferguson Wellman Capital Management held 112,247 shares of Schwab Municipal Bond ETF worth $2.9M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 66,407 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1.7M.
  • Schwab Municipal Bond ETF made up 0.04% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #155 holding.
  • Ferguson Wellman Capital Management first reported a position in Schwab Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Ferguson Wellman Capital Management's Schwab Municipal Bond ETF position peaked at $4.55M in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.