AssetMark Inc
SCMB icon

AssetMark Inc’s Schwab Municipal Bond ETF SCMB Stock Holding History

AssetMark Inc’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
Q3 		– Sell
-809
Closed -$20.9K – 3892
2026
Q2 		$20.9K Sell
809
-222
-22% -$5.7K ﹤0.01% 2165
2026
Q1 		$26.3K Buy
1,031
+293
+40% +$7.57K ﹤0.01% 1963
2025
Q4 		$19K Hold
738
– – ﹤0.01% 2025
2025
Q3 		$18.9K Hold
738
– – ﹤0.01% 1933
2025
Q2 		$18.6K Buy
+738
New +$18.5K ﹤0.01% 1826

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AssetMark Inc's SCMB Position: Q3 2026 in Review

AssetMark Inc sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2026, closing a stake of 809 shares — an estimated $20.9K sold.

AssetMark Inc first reported a position in SCMB in Q2 2025 and held it in 5 quarters. The position peaked at $26.3K in Q1 2026. 97 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

  • AssetMark Inc reported no remaining Schwab Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • AssetMark Inc sold 809 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $20.9K.
  • AssetMark Inc first reported a position in Schwab Municipal Bond ETF in Q2 2025 and held it in 5 quarters.
  • AssetMark Inc's Schwab Municipal Bond ETF position peaked at $26.3K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.