SPIA
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Steward Partners Investment Advisory’s Schwab Municipal Bond ETF SCMB Stock Holding History

Steward Partners Investment Advisory’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 		$44.9K Buy
+1,739
New +$44.6K ﹤0.01% 3007

Other funds holding SCMB

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
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Envestnet Asset Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Steward Partners Investment Advisory's SCMB Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 1,739 shares worth $44.9K. The stake represents ﹤0.01% of the portfolio and ranks #3007 among its holdings.

155 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Steward Partners Investment Advisory held 1,739 shares of Schwab Municipal Bond ETF worth $44.9K as of Q2 2026.
  • Schwab Municipal Bond ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3007 holding.
  • 155 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.