Raymond James Financial
SCMB icon

Raymond James Financial’s Schwab Municipal Bond ETF SCMB Stock Holding History

Raymond James Financial’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
Q1 		$2.25M Buy
88,346
+4,622
+6% +$119K ﹤0.01% 3269
2025
Q4 		$2.16M Buy
83,724
+20,623
+33% +$531K ﹤0.01% 3220
2025
Q3 		$1.62M Buy
63,101
+58,733
+1,345% +$1.48M ﹤0.01% 3331
2025
Q2 		$110K Buy
+4,368
New +$109K ﹤0.01% 4829

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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 $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial's SCMB Position: Q1 2026 in Review

Raymond James Financial increased its Schwab Municipal Bond ETF (SCMB) stake by 5.5% in Q1 2026, buying an estimated $119K and bringing the position to 88,346 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3269.

Raymond James Financial first reported a position in SCMB in Q2 2025 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Raymond James Financial held 88,346 shares of Schwab Municipal Bond ETF worth $2.25M as of Q1 2026.
  • Raymond James Financial bought 4,622 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $119K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3269 holding.
  • Raymond James Financial first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.