Wells Fargo’s Schwab Municipal Bond ETF SCMB Stock Holding History

Wells Fargo’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	$91K	Buy	3,526 +2,680	+317%	+$68.7K	﹤0.01%	5563
2026 Q1	$21.6K	Sell	846 -3,399	-80%	-$87.9K	﹤0.01%	5744
2025 Q4	$109K	Sell	4,245 -4,083	-49%	-$105K	﹤0.01%	5359
2025 Q3	$213K	Buy	8,328 +8,327	+832,700%	+$210K	﹤0.01%	4901
2025 Q2	$13	Buy	+1	New	+$25	﹤0.01%	6877

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

Wells Fargo's SCMB Position: Q2 2026 in Review

Wells Fargo increased its Schwab Municipal Bond ETF (SCMB) stake by 317% in Q2 2026, buying an estimated $68.7K and bringing the position to 3,526 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #5563.

Wells Fargo first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $213K in Q3 2025. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Wells Fargo held 3,526 shares of Schwab Municipal Bond ETF worth $91K as of Q2 2026.
Wells Fargo bought 2,680 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $68.7K.
Schwab Municipal Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5563 holding.
Wells Fargo first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Wells Fargo's Schwab Municipal Bond ETF position peaked at $213K in Q3 2025.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.