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 Q2	$374K	Buy	14,491 +124	+0.9%	+$3.18K	0.03%	132
2026 Q1	$366K	Buy	14,367 +83	+0.6%	+$2.15K	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%	+$3.17K	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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Gemmer Asset Management's SCMB Position: Q2 2026 in Review

Gemmer Asset Management increased its Schwab Municipal Bond ETF (SCMB) stake by 0.86% in Q2 2026, buying an estimated $3.18K and bringing the position to 14,491 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #132.

Gemmer Asset Management first reported a position in SCMB in Q1 2025 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Gemmer Asset Management held 14,491 shares of Schwab Municipal Bond ETF worth $374K as of Q2 2026.
Gemmer Asset Management bought 124 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $3.18K.
Schwab Municipal Bond ETF made up 0.03% of Gemmer Asset Management's portfolio in Q2 2026, its #132 holding.
Gemmer Asset Management first reported a position in Schwab Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.