Northwestern Mutual Wealth Management
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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
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

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 22.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Northwestern Mutual Wealth Management's SCMB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Schwab Municipal Bond ETF (SCMB) stake by 0.01% in Q2 2026, selling an estimated $513 and leaving 135,900 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Northwestern Mutual Wealth Management first reported a position in SCMB in Q1 2025 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Northwestern Mutual Wealth Management held 135,900 shares of Schwab Municipal Bond ETF worth $3.51M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 20 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $513.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #978 holding.
  • Northwestern Mutual Wealth Management first reported a position in Schwab Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.