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Stonebridge Financial Group, LLC/CA’s Schwab Municipal Bond ETF SCMB Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$1.03M Buy
+39,878
New +$1.02M 0.14% 107

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

Stonebridge Financial Group, LLC/CA's SCMB Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Schwab Municipal Bond ETF (SCMB) in Q2 2026: 39,878 shares worth $1.03M. The stake represents 0.14% of the portfolio and ranks #107 among its holdings.

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

  • Stonebridge Financial Group, LLC/CA held 39,878 shares of Schwab Municipal Bond ETF worth $1.03M as of Q2 2026.
  • Schwab Municipal Bond ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Schwab Municipal Bond ETF made up 0.14% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #107 holding.
  • 155 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.