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Nalls Sherbakoff Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

Nalls Sherbakoff Group’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 		$373K Hold
14,455
– – 0.27% 61
2026
Q1 		$368K Buy
14,455
+484
+3% +$12.5K 0.27% 63
2025
Q4 		$360K Buy
13,971
+3,880
+38% +$100K 0.26% 60
2025
Q3 		$258K Buy
10,091
+3,972
+65% +$100K 0.17% 81
2025
Q2 		$154K Buy
+6,119
New +$153K 0.11% 111

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

Nalls Sherbakoff Group's SCMB Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 14,455 shares worth $373K. The position accounts for 0.27% of the portfolio, ranked #61.

Nalls Sherbakoff Group first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Nalls Sherbakoff Group held 14,455 shares of Schwab Municipal Bond ETF worth $373K as of Q2 2026.
  • Nalls Sherbakoff Group left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
  • Schwab Municipal Bond ETF made up 0.27% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #61 holding.
  • Nalls Sherbakoff Group first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.