Gleason Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

Gleason Group’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	$723K	Buy	28,005 +830	+3%	+$21.3K	0.06%	50
2026 Q1	$692K	Buy	27,175 +10,258	+61%	+$265K	0.07%	49
2025 Q4	$436K	Buy	16,917 +6,938	+70%	+$179K	0.04%	55
2025 Q3	$256K	Buy	+9,979	New	+$251K	0.03%	63
2024 Q2	–	Sell	-15,016	Closed	-$391K	–	276
2024 Q1	$391K	Hold	15,016	–	–	0.08%	54
2023 Q4	$395K	Buy	15,016 +100	+0.7%	+$2.52K	0.09%	53
2023 Q3	$370K	Buy	+14,916	New	+$381K	0.1%	55

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

Gleason Group's SCMB Position: Q2 2026 in Review

Gleason Group increased its Schwab Municipal Bond ETF (SCMB) stake by 3.1% in Q2 2026, buying an estimated $21.3K and bringing the position to 28,005 shares worth $723K. The position accounts for 0.06% of the portfolio, ranked #50.

Gleason Group first reported a position in SCMB in Q3 2023 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Gleason Group held 28,005 shares of Schwab Municipal Bond ETF worth $723K as of Q2 2026.
Gleason Group bought 830 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $21.3K.
Schwab Municipal Bond ETF made up 0.06% of Gleason Group's portfolio in Q2 2026, its #50 holding.
Gleason Group first reported a position in Schwab Municipal Bond ETF in Q3 2023 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.