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 Q3	$860K	Buy	35,601 +15,828	+80%	+$398K	﹤0.01%	2367
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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Fort Point Capital Partners San Francisco, California $1.43B AUM 12.63% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors's SCMB Position: Q3 2026 in Review

HighTower Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 80% in Q3 2026, buying an estimated $398K and bringing the position to 35,601 shares worth $860K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

HighTower Advisors first reported a position in SCMB in Q3 2024 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

HighTower Advisors held 35,601 shares of Schwab Municipal Bond ETF worth $860K as of Q3 2026.
HighTower Advisors bought 15,828 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $398K.
Schwab Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2367 holding.
HighTower Advisors first reported a position in Schwab Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
193 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.