Janney Montgomery Scott’s Schwab Municipal Bond ETF SCMB Stock Holding History

Janney Montgomery Scott’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	$2.07M	Hold	80,000	–	–	﹤0.01%	1466
2026 Q1	$2.04M	Hold	80,000	–	–	0.01%	1274
2025 Q4	$2.06M	Hold	80,000	–	–	﹤0.01%	1320
2025 Q3	$2.05M	Buy	80,000 +5,000	+7%	+$126K	﹤0.01%	1305
2025 Q2	$1.89M	Buy	75,000 +10,000	+15%	+$251K	﹤0.01%	1244
2025 Q1	$1.65M	Buy	+65,000	New	+$1.67M	﹤0.01%	1251

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

Janney Montgomery Scott's SCMB Position: Q2 2026 in Review

Janney Montgomery Scott held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 80,000 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Janney Montgomery Scott first reported a position in SCMB in Q1 2025 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Janney Montgomery Scott held 80,000 shares of Schwab Municipal Bond ETF worth $2.07M as of Q2 2026.
Janney Montgomery Scott left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
Schwab Municipal Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1466 holding.
Janney Montgomery Scott first reported a position in Schwab Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.