NewCorp Financial Services’s Schwab Municipal Bond ETF SCMB Stock Holding History

NewCorp Financial Services’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	–	Sell	-35,138	Closed	-$895K	–	55
2026 Q1	$895K	Hold	35,138	–	–	0.78%	19
2025 Q4	$905K	Buy	+35,138	New	+$906K	0.8%	19

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

NewCorp Financial Services's SCMB Position: Q2 2026 in Review

NewCorp Financial Services sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2026, closing a stake of 35,138 shares — an estimated $895K sold.

NewCorp Financial Services first reported a position in SCMB in Q4 2025 and held it in 2 quarters. The position peaked at $905K in Q4 2025. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

NewCorp Financial Services reported no remaining Schwab Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
NewCorp Financial Services sold 35,138 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $895K.
NewCorp Financial Services first reported a position in Schwab Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
NewCorp Financial Services's Schwab Municipal Bond ETF position peaked at $905K in Q4 2025.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on NewCorp Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.