Jones Financial Companies
SCMB icon

Jones Financial Companies’s Schwab Municipal Bond ETF SCMB Stock Holding History

Jones Financial Companies’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 		$89.6M Buy
3,475,683
+500,632
+17% +$12.8M 0.04% 266
2026
Q1 		$75.4M Buy
2,975,051
+874,762
+42% +$22.6M 0.04% 254
2025
Q4 		$54.1M Buy
2,100,289
+325,435
+18% +$8.39M 0.03% 173
2025
Q3 		$45.4M Sell
1,774,854
-1,175,390
-40% -$29.6M 0.03% 170
2025
Q2 		$74.3M Buy
2,950,244
+371,347
+14% +$9.3M 0.06% 101
2025
Q1 		$65.4M Buy
2,578,897
+2,499,136
+3,133% +$64.1M 0.06% 90
2024
Q4 		$2.05M Buy
+79,761
New +$2.07M ﹤0.01% 553

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jones Financial Companies's SCMB Position: Q2 2026 in Review

Jones Financial Companies increased its Schwab Municipal Bond ETF (SCMB) stake by 17% in Q2 2026, buying an estimated $12.8M and bringing the position to 3,475,683 shares worth $89.6M. The position accounts for 0.04% of the portfolio, ranked #266.

Jones Financial Companies first reported a position in SCMB in Q4 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Jones Financial Companies held 3,475,683 shares of Schwab Municipal Bond ETF worth $89.6M as of Q2 2026.
  • Jones Financial Companies bought 500,632 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $12.8M.
  • Schwab Municipal Bond ETF made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #266 holding.
  • Jones Financial Companies first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.