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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
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 $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Howe & Rusling's SCMB Position: Q1 2026 in Review

Howe & Rusling held its Schwab Municipal Bond ETF (SCMB) position steady in Q1 2026 at 8,174 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #293.

Howe & Rusling first reported a position in SCMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $211K in Q4 2025. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Howe & Rusling held 8,174 shares of Schwab Municipal Bond ETF worth $208K as of Q1 2026.
  • Howe & Rusling left its Schwab Municipal Bond ETF share count unchanged in Q1 2026.
  • Schwab Municipal Bond ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #293 holding.
  • Howe & Rusling first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Howe & Rusling's Schwab Municipal Bond ETF position peaked at $211K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.