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Howe & Rusling’s Schwab Municipal Bond ETF SCMB Stock Holding History

Howe & Rusling’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 		– Sell
-8,174
Closed -$208K – 516
2026
Q1 		$208K Hold
8,174
– – 0.01% 293
2025
Q4 		$211K Hold
8,174
– – 0.01% 292
2025
Q3 		$209K Hold
8,174
– – 0.01% 287
2025
Q2 		$206K Buy
+8,174
New +$205K 0.02% 280

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

Howe & Rusling's SCMB Position: Q2 2026 in Review

Howe & Rusling sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2026, closing a stake of 8,174 shares — an estimated $208K sold.

Howe & Rusling first reported a position in SCMB in Q2 2025 and held it in 4 quarters. The position peaked at $211K in Q4 2025. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Howe & Rusling reported no remaining Schwab Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Howe & Rusling sold 8,174 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $208K.
  • Howe & Rusling first reported a position in Schwab Municipal Bond ETF in Q2 2025 and held it in 4 quarters.
  • Howe & Rusling's Schwab Municipal Bond ETF position peaked at $211K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.