Morgan Stanley’s Schwab Municipal Bond ETF SCMB Stock Holding History

Morgan Stanley’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	$148K	Buy	5,715 +19	+0.3%	+$487	﹤0.01%	6089
2026 Q1	$145K	Sell	5,696 -3,382	-37%	-$87.4K	﹤0.01%	6002
2025 Q4	$234K	Buy	9,078 +3,944	+77%	+$102K	﹤0.01%	5872
2025 Q3	$131K	Buy	5,134 +5,133	+513,300%	+$129K	﹤0.01%	6043
2025 Q2	$34	Buy	+1	New	+$25	﹤0.01%	7892
2025 Q1	–	Sell	-2	Closed	-$59	–	8200
2024 Q4	$59	Hold	2	–	–	﹤0.01%	7563
2024 Q3	$61	Buy	+2	New	+$52	﹤0.01%	7526

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

Morgan Stanley's SCMB Position: Q2 2026 in Review

Morgan Stanley increased its Schwab Municipal Bond ETF (SCMB) stake by 0.33% in Q2 2026, buying an estimated $487 and bringing the position to 5,715 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #6089.

Morgan Stanley first reported a position in SCMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $234K in Q4 2025. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Morgan Stanley held 5,715 shares of Schwab Municipal Bond ETF worth $148K as of Q2 2026.
Morgan Stanley bought 19 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $487.
Schwab Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6089 holding.
Morgan Stanley first reported a position in Schwab Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
Morgan Stanley's Schwab Municipal Bond ETF position peaked at $234K in Q4 2025.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.