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Northern Lights Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Northern Lights 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 		$230K Sell
8,907
-579
-6% -$14.9K 0.13% 64
2026
Q1 		$242K Buy
+9,486
New +$245K 0.16% 51

Other funds holding SCMB

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
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northern Lights Advisors's SCMB Position: Q2 2026 in Review

Northern Lights Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 6.1% in Q2 2026, selling an estimated $14.9K and leaving 8,907 shares worth $230K. The position accounts for 0.13% of the portfolio, ranked #64.

Northern Lights Advisors first reported a position in SCMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $242K in Q1 2026. 112 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Northern Lights Advisors held 8,907 shares of Schwab Municipal Bond ETF worth $230K as of Q2 2026.
  • Northern Lights Advisors sold 579 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $14.9K.
  • Schwab Municipal Bond ETF made up 0.13% of Northern Lights Advisors's portfolio in Q2 2026, its #64 holding.
  • Northern Lights Advisors first reported a position in Schwab Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Northern Lights Advisors's Schwab Municipal Bond ETF position peaked at $242K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Northern Lights Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.