Gill Capital Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

Gill Capital Partners’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	$500K	Hold	19,351	–	–	0.13%	85
2026 Q1	$493K	Hold	19,351	–	–	0.14%	80
2025 Q4	$498K	Buy	+19,351	New	+$499K	0.15%	77

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

Gill Capital Partners's SCMB Position: Q2 2026 in Review

Gill Capital Partners held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 19,351 shares worth $500K. The position accounts for 0.13% of the portfolio, ranked #85.

Gill Capital Partners first reported a position in SCMB in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Gill Capital Partners held 19,351 shares of Schwab Municipal Bond ETF worth $500K as of Q2 2026.
Gill Capital Partners left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
Schwab Municipal Bond ETF made up 0.13% of Gill Capital Partners's portfolio in Q2 2026, its #85 holding.
Gill Capital Partners first reported a position in Schwab Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.