Smartleaf Asset Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Smartleaf Asset 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 Q1	–	Sell	-23	Closed	-$592	–	3629
2025 Q4	$592	Hold	23	–	–	﹤0.01%	3244
2025 Q3	$589	Buy	+23	New	+$580	﹤0.01%	2831

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

Jane Street New York $1.21T AUM 78.12% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smartleaf Asset Management's SCMB Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2026, closing a stake of 23 shares — an estimated $592 sold.

Smartleaf Asset Management first reported a position in SCMB in Q3 2025 and held it in 2 quarters. The position peaked at $592 in Q4 2025. 169 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

Smartleaf Asset Management reported no remaining Schwab Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Smartleaf Asset Management sold 23 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $592.
Smartleaf Asset Management first reported a position in Schwab Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
Smartleaf Asset Management's Schwab Municipal Bond ETF position peaked at $592 in Q4 2025.
169 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.