HighTower Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

HighTower 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	$511K	Sell	19,773 -751	-4%	-$19.3K	﹤0.01%	2721
2026 Q1	$523K	Buy	20,524 +4,401	+27%	+$114K	﹤0.01%	2679
2025 Q4	$415K	Sell	16,123 -2,782	-15%	-$71.7K	﹤0.01%	2780
2025 Q3	$484K	Buy	18,905 +8,822	+87%	+$222K	﹤0.01%	2651
2025 Q2	$254K	Buy	+10,083	New	+$253K	﹤0.01%	3076
2025 Q1	–	Sell	-8,009	Closed	-$206K	–	4012
2024 Q4	$206K	Sell	8,009 -1	-0%	-$26	﹤0.01%	3179
2024 Q3	$210K	Buy	+8,010	New	+$208K	﹤0.01%	3099

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

HighTower Advisors's SCMB Position: Q2 2026 in Review

HighTower Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 3.7% in Q2 2026, selling an estimated $19.3K and leaving 19,773 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

HighTower Advisors first reported a position in SCMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $523K in Q1 2026. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

HighTower Advisors held 19,773 shares of Schwab Municipal Bond ETF worth $511K as of Q2 2026.
HighTower Advisors sold 751 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $19.3K.
Schwab Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2721 holding.
HighTower Advisors first reported a position in Schwab Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
HighTower Advisors's Schwab Municipal Bond ETF position peaked at $523K in Q1 2026.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.