AIM
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Anchor Investment Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Anchor Investment Management’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
2025
Q2 		– Sell
-600
Closed -$15.2K – 1067
2025
Q1 		$15.2K Buy
+600
New +$15.4K ﹤0.01% 740

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 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 $777B AUM 61.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Anchor Investment Management's SCMB Position: Q2 2025 in Review

Anchor Investment Management sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2025, closing a stake of 600 shares — an estimated $15.2K sold.

Anchor Investment Management first reported a position in SCMB in Q1 2025 and held it in 1 quarter. The position peaked at $15.2K in Q1 2025. 110 funds tracked by Wall St. Rank hold SCMB as of Q2 2025.

  • Anchor Investment Management reported no remaining Schwab Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Anchor Investment Management sold 600 Schwab Municipal Bond ETF shares in Q2 2025, an estimated $15.2K.
  • Anchor Investment Management first reported a position in Schwab Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Anchor Investment Management's Schwab Municipal Bond ETF position peaked at $15.2K in Q1 2025.
  • 110 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2025.

Based on Anchor Investment Management's 13F filing for Q2 2025, filed 19 Aug 2025.