Smith, Moore & Co’s Schwab Municipal Bond ETF SCMB Stock Holding History

Smith, Moore & Co’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	$8.52M	Buy	329,854 +95,284	+41%	+$2.44M	0.55%	37
2026 Q1	$5.98M	Buy	234,570 +76,705	+49%	+$1.98M	0.43%	52
2025 Q4	$4.07M	Buy	157,865 +64,425	+69%	+$1.66M	0.31%	70
2025 Q3	$2.39M	Buy	93,440 +48,580	+108%	+$1.22M	0.18%	107
2025 Q2	$1.13M	Buy	+44,860	New	+$1.12M	0.09%	186

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

Smith, Moore & Co's SCMB Position: Q2 2026 in Review

Smith, Moore & Co increased its Schwab Municipal Bond ETF (SCMB) stake by 41% in Q2 2026, buying an estimated $2.44M and bringing the position to 329,854 shares worth $8.52M. The position accounts for 0.55% of the portfolio, ranked #37.

Smith, Moore & Co first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Smith, Moore & Co held 329,854 shares of Schwab Municipal Bond ETF worth $8.52M as of Q2 2026.
Smith, Moore & Co bought 95,284 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $2.44M.
Schwab Municipal Bond ETF made up 0.55% of Smith, Moore & Co's portfolio in Q2 2026, its #37 holding.
Smith, Moore & Co first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.