Kestra Advisory Services’s Schwab Municipal Bond ETF SCMB Stock Holding History

Kestra Advisory Services’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	$989K	Buy	38,322 +6,429	+20%	+$165K	﹤0.01%	1838
2026 Q1	$813K	Buy	31,893 +611	+2%	+$15.8K	﹤0.01%	1875
2025 Q4	$806K	Buy	31,282 +592	+2%	+$15.3K	﹤0.01%	1814
2025 Q3	$786K	Sell	30,690 -1,214	-4%	-$30.6K	﹤0.01%	1753
2025 Q2	$803K	Buy	31,904 +2,202	+7%	+$55.2K	﹤0.01%	1635
2025 Q1	$754K	Buy	29,702 +5,987	+25%	+$154K	﹤0.01%	1566
2024 Q4	$609K	Buy	23,715 +5,139	+28%	+$133K	﹤0.01%	1740
2024 Q3	$488K	Buy	18,576 +2,576	+16%	+$67K	﹤0.01%	1784
2024 Q2	$411K	Buy	16,000 +5,068	+46%	+$130K	﹤0.01%	1908
2024 Q1	$285K	Buy	10,932 +62	+0.6%	+$1.62K	﹤0.01%	2029
2023 Q4	$286K	Buy	+10,870	New	+$275K	﹤0.01%	1876

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

Kestra Advisory Services's SCMB Position: Q2 2026 in Review

Kestra Advisory Services increased its Schwab Municipal Bond ETF (SCMB) stake by 20% in Q2 2026, buying an estimated $165K and bringing the position to 38,322 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Kestra Advisory Services first reported a position in SCMB in Q4 2023 and has held it in 11 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Kestra Advisory Services held 38,322 shares of Schwab Municipal Bond ETF worth $989K as of Q2 2026.
Kestra Advisory Services bought 6,429 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $165K.
Schwab Municipal Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1838 holding.
Kestra Advisory Services first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.