Sequoia Financial Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Sequoia Financial 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	$834K	Sell	32,282 -783	-2%	-$20.1K	﹤0.01%	1035
2026 Q1	$842K	Buy	33,065 +5,492	+20%	+$142K	﹤0.01%	975
2025 Q4	$710K	Buy	27,573 +13,226	+92%	+$341K	﹤0.01%	1074
2025 Q3	$367K	Sell	14,347 -444	-3%	-$11.2K	﹤0.01%	1285
2025 Q2	$372K	Sell	14,791 -3,671	-20%	-$92K	﹤0.01%	1150
2025 Q1	$468K	Buy	18,462 +1,094	+6%	+$28.1K	﹤0.01%	879
2024 Q4	$446K	Hold	17,368	–	–	﹤0.01%	847
2024 Q3	$456K	Hold	17,368	–	–	﹤0.01%	787
2024 Q2	$446K	Sell	17,368 -54	-0.3%	-$1.39K	0.01%	736
2024 Q1	$453K	Sell	17,422 -21,290	-55%	-$556K	0.01%	718
2023 Q4	$1.02M	Sell	38,712 -1,210	-3%	-$30.6K	0.01%	518
2023 Q3	$990K	Sell	39,922 -7,360	-16%	-$188K	0.02%	337
2023 Q2	$1.23M	Buy	47,282 +13,298	+39%	+$345K	0.02%	312
2023 Q1	$890K	Sell	33,984 -7,342	-18%	-$191K	0.02%	337
2022 Q4	$1.06M	Buy	+41,326	New	+$1.05M	0.03%	277

Other funds holding SCMB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Sequoia Financial Advisors's SCMB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab Municipal Bond ETF (SCMB) stake by 2.4% in Q2 2026, selling an estimated $20.1K and leaving 32,282 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Sequoia Financial Advisors first reported a position in SCMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.23M in Q2 2023. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Sequoia Financial Advisors held 32,282 shares of Schwab Municipal Bond ETF worth $834K as of Q2 2026.
Sequoia Financial Advisors sold 783 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $20.1K.
Schwab Municipal Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1035 holding.
Sequoia Financial Advisors first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
Sequoia Financial Advisors's Schwab Municipal Bond ETF position peaked at $1.23M in Q2 2023.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.