Gemmer Asset Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Gemmer Asset 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
2026 Q3	–	Sell	-14,491	Closed	-$374K	–	201
2026 Q2	$374K	Buy	14,491 +124	+0.9%	+$3.18K	0.03%	132
2026 Q1	$366K	Buy	14,367 +83	+0.6%	+$2.14K	0.03%	131
2025 Q4	$368K	Buy	14,284 +327	+2%	+$8.43K	0.03%	130
2025 Q3	$357K	Buy	13,957 +126	+0.9%	+$3.18K	0.03%	126
2025 Q2	$348K	Buy	13,831 +3,491	+34%	+$87.5K	0.03%	120
2025 Q1	$262K	Buy	+10,340	New	+$265K	0.03%	128

Other funds holding SCMB

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gemmer Asset Management's SCMB Position: Q3 2026 in Review

Gemmer Asset Management sold out of Schwab Municipal Bond ETF (SCMB) in Q3 2026, closing a stake of 14,491 shares — an estimated $374K sold.

Gemmer Asset Management first reported a position in SCMB in Q1 2025 and held it in 6 quarters. The position peaked at $374K in Q2 2026. 45 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

Gemmer Asset Management reported no remaining Schwab Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
Gemmer Asset Management sold 14,491 Schwab Municipal Bond ETF shares in Q3 2026, an estimated $374K.
Gemmer Asset Management first reported a position in Schwab Municipal Bond ETF in Q1 2025 and held it in 6 quarters.
Gemmer Asset Management's Schwab Municipal Bond ETF position peaked at $374K in Q2 2026.
45 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Gemmer Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.