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
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% +$9.59K ﹤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

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
Jones Financial Companies
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
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

LPL Financial's SCMB Position: Q2 2026 in Review

LPL Financial increased its Schwab Municipal Bond ETF (SCMB) stake by 248% in Q2 2026, buying an estimated $2.69M and bringing the position to 147,243 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

LPL Financial first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • LPL Financial held 147,243 shares of Schwab Municipal Bond ETF worth $3.8M as of Q2 2026.
  • LPL Financial bought 104,891 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $2.69M.
  • Schwab Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3056 holding.
  • LPL Financial first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.