Natixis Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Natixis Advisors’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	$3.23M	Sell	125,140 -67,417	-35%	-$1.73M	﹤0.01%	1062
2026 Q1	$4.91M	Buy	192,557 +37,509	+24%	+$969K	0.01%	850
2025 Q4	$3.99M	Buy	155,048 +12,992	+9%	+$335K	0.01%	873
2025 Q3	$3.64M	Buy	142,056 +22,307	+19%	+$562K	0.01%	929
2025 Q2	$3.02M	Buy	119,749 +92,127	+334%	+$2.31M	﹤0.01%	978
2025 Q1	$701K	Buy	+27,622	New	+$708K	﹤0.01%	1387

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

Natixis Advisors's SCMB Position: Q2 2026 in Review

Natixis Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 35% in Q2 2026, selling an estimated $1.73M and leaving 125,140 shares worth $3.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Natixis Advisors first reported a position in SCMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.91M in Q1 2026. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Natixis Advisors held 125,140 shares of Schwab Municipal Bond ETF worth $3.23M as of Q2 2026.
Natixis Advisors sold 67,417 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1.73M.
Schwab Municipal Bond ETF made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1062 holding.
Natixis Advisors first reported a position in Schwab Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Natixis Advisors's Schwab Municipal Bond ETF position peaked at $4.91M in Q1 2026.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.