LPL Financial
SCMB icon

LPL Financial’s Schwab Municipal Bond ETF SCMB Stock Holding History

LPL Financial’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
Q3 		$6.13M Buy
253,615
+106,372
+72% +$2.67M ﹤0.01% 2636
2026
Q2 		$3.8M Buy
147,243
+104,891
+248% +$2.69M ﹤0.01% 3056
2026
Q1 		$1.08M Buy
42,352
+7,676
+22% +$198K ﹤0.01% 4115
2025
Q4 		$893K Buy
34,676
+372
+1% +$9.6K ﹤0.01% 4190
2025
Q3 		$879K Buy
34,304
+21,788
+174% +$549K ﹤0.01% 4120
2025
Q2 		$315K Buy
+12,516
New +$314K ﹤0.01% 4735

Other funds holding SCMB

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

LPL Financial's SCMB Position: Q3 2026 in Review

LPL Financial increased its Schwab Municipal Bond ETF (SCMB) stake by 72% in Q3 2026, buying an estimated $2.67M and bringing the position to 253,615 shares worth $6.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

LPL Financial first reported a position in SCMB in Q2 2025 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • LPL Financial held 253,615 shares of Schwab Municipal Bond ETF worth $6.13M as of Q3 2026.
  • LPL Financial bought 106,372 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $2.67M.
  • Schwab Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2636 holding.
  • LPL Financial first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 118 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.