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
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

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
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

AssetMark Inc's SCMB Position: Q2 2026 in Review

AssetMark Inc reduced its Schwab Municipal Bond ETF (SCMB) stake by 22% in Q2 2026, selling an estimated $5.7K and leaving 809 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

AssetMark Inc first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.3K in Q1 2026. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • AssetMark Inc held 809 shares of Schwab Municipal Bond ETF worth $20.9K as of Q2 2026.
  • AssetMark Inc sold 222 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $5.7K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2165 holding.
  • AssetMark Inc first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • AssetMark Inc's Schwab Municipal Bond ETF position peaked at $26.3K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.