Harbour Investments’s Schwab Municipal Bond ETF SCMB Stock Holding History

Harbour Investments’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	$979K	Buy	37,927 +1,152	+3%	+$29.6K	0.01%	823
2026 Q1	$937K	Buy	36,775 +24,902	+210%	+$644K	0.01%	789
2025 Q4	$306K	Buy	11,873 +944	+9%	+$24.3K	0.01%	1078
2025 Q3	$280K	Buy	10,929 +1,677	+18%	+$42.3K	0.01%	1091
2025 Q2	$233K	Buy	9,252 +4,660	+101%	+$117K	0.01%	1104
2025 Q1	$116K	Buy	4,592 +4,088	+811%	+$105K	﹤0.01%	1354
2024 Q4	$12.9K	Buy	+504	New	+$13.1K	﹤0.01%	2323

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

Harbour Investments's SCMB Position: Q2 2026 in Review

Harbour Investments increased its Schwab Municipal Bond ETF (SCMB) stake by 3.1% in Q2 2026, buying an estimated $29.6K and bringing the position to 37,927 shares worth $979K. The position accounts for 0.01% of the portfolio, ranked #823.

Harbour Investments first reported a position in SCMB in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Harbour Investments held 37,927 shares of Schwab Municipal Bond ETF worth $979K as of Q2 2026.
Harbour Investments bought 1,152 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $29.6K.
Schwab Municipal Bond ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #823 holding.
Harbour Investments first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.