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
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

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 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
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc's SCMB Position: Q1 2026 in Review

AssetMark Inc increased its Schwab Municipal Bond ETF (SCMB) stake by 40% in Q1 2026, buying an estimated $7.57K and bringing the position to 1,031 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

AssetMark Inc first reported a position in SCMB in Q2 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • AssetMark Inc held 1,031 shares of Schwab Municipal Bond ETF worth $26.3K as of Q1 2026.
  • AssetMark Inc bought 293 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $7.57K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1963 holding.
  • AssetMark Inc first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.