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NewEdge Wealth’s Schwab Municipal Bond ETF SCMB Stock Holding History

NewEdge Wealth’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 		$1.38M Sell
53,356
-4,585
-8% -$118K 0.01% 566
2026
Q1 		$1.48M Buy
+57,941
New +$1.5M 0.02% 515

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

NewEdge Wealth's SCMB Position: Q2 2026 in Review

NewEdge Wealth reduced its Schwab Municipal Bond ETF (SCMB) stake by 7.9% in Q2 2026, selling an estimated $118K and leaving 53,356 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #566.

NewEdge Wealth first reported a position in SCMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.48M in Q1 2026. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • NewEdge Wealth held 53,356 shares of Schwab Municipal Bond ETF worth $1.38M as of Q2 2026.
  • NewEdge Wealth sold 4,585 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $118K.
  • Schwab Municipal Bond ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #566 holding.
  • NewEdge Wealth first reported a position in Schwab Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • NewEdge Wealth's Schwab Municipal Bond ETF position peaked at $1.48M in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.