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 Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return