Northwestern Mutual Wealth Management
SCMB icon

Northwestern Mutual Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Northwestern Mutual Wealth Management’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
Q3 		$7.47M Buy
309,183
+173,283
+128% +$4.36M ﹤0.01% 764
2026
Q2 		$3.51M Sell
135,900
-20
-0% -$513 ﹤0.01% 978
2026
Q1 		$3.46M Buy
135,920
+8,570
+7% +$222K ﹤0.01% 923
2025
Q4 		$3.28M Buy
127,350
+91,233
+253% +$2.35M ﹤0.01% 898
2025
Q3 		$925K Buy
36,117
+34,859
+2,771% +$879K ﹤0.01% 1259
2025
Q2 		$31.7K Hold
1,258
– – ﹤0.01% 2405
2025
Q1 		$31.9K Buy
+1,258
New +$32.3K ﹤0.01% 2337

Other funds holding SCMB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Fort Point Capital Partners
Fort Point Capital Partners San Francisco, California $1.43B AUM 12.63% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Manning & Napier Advisors
Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Northwestern Mutual Wealth Management's SCMB Position: Q3 2026 in Review

Northwestern Mutual Wealth Management increased its Schwab Municipal Bond ETF (SCMB) stake by 128% in Q3 2026, buying an estimated $4.36M and bringing the position to 309,183 shares worth $7.47M. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Northwestern Mutual Wealth Management first reported a position in SCMB in Q1 2025 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • Northwestern Mutual Wealth Management held 309,183 shares of Schwab Municipal Bond ETF worth $7.47M as of Q3 2026.
  • Northwestern Mutual Wealth Management bought 173,283 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $4.36M.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q3 2026, its #764 holding.
  • Northwestern Mutual Wealth Management first reported a position in Schwab Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 193 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.