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Summit Financial’s Schwab Municipal Bond ETF SCMB Stock Holding History

Summit 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 		– Sell
-31,160
Closed -$803K – 1457
2025
Q4 		$803K Buy
+31,160
New +$803K 0.01% 734

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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 $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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Summit Financial's SCMB Position: Q1 2026 in Review

Summit Financial sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2026, closing a stake of 31,160 shares — an estimated $803K sold.

Summit Financial first reported a position in SCMB in Q4 2025 and held it in 1 quarter. The position peaked at $803K in Q4 2025. 169 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Summit Financial reported no remaining Schwab Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 31,160 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $803K.
  • Summit Financial first reported a position in Schwab Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Summit Financial's Schwab Municipal Bond ETF position peaked at $803K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.