Kestra Investment Management
SCMB icon

Kestra Investment Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Kestra Investment Management’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
-8,560
Closed -$218K – 552
2026
Q1 		$218K Buy
+8,560
New +$221K ﹤0.01% 420

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Kestra Investment Management's SCMB Position: Q2 2026 in Review

Kestra Investment Management sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2026, closing a stake of 8,560 shares — an estimated $218K sold.

Kestra Investment Management first reported a position in SCMB in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Kestra Investment Management reported no remaining Schwab Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Investment Management sold 8,560 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $218K.
  • Kestra Investment Management first reported a position in Schwab Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Kestra Investment Management's Schwab Municipal Bond ETF position peaked at $218K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.