Mariner’s Schwab Municipal Bond ETF SCMB Stock Holding History

Mariner’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	$3.01M	Buy	116,462 +53,294	+84%	+$1.37M	﹤0.01%	1271
2026 Q1	$1.61M	Sell	63,168 -1,040	-2%	-$26.9K	﹤0.01%	1653
2025 Q4	$1.65M	Buy	64,208 +48,113	+299%	+$1.24M	﹤0.01%	1611
2025 Q3	$412K	Buy	16,095 +7,895	+96%	+$199K	﹤0.01%	2578
2025 Q2	$206K	Hold	8,200	–	–	﹤0.01%	3032
2025 Q1	$208K	Hold	8,200	–	–	﹤0.01%	2968
2024 Q4	$211K	Hold	8,200	–	–	﹤0.01%	2961
2024 Q3	$215K	Sell	8,200 -4,800	-37%	-$125K	﹤0.01%	2884
2024 Q2	$334K	Hold	13,000	–	–	﹤0.01%	2365
2024 Q1	$338K	Hold	13,000	–	–	﹤0.01%	2335
2023 Q4	$342K	Buy	+13,000	New	+$328K	﹤0.01%	2226

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

Mariner's SCMB Position: Q2 2026 in Review

Mariner increased its Schwab Municipal Bond ETF (SCMB) stake by 84% in Q2 2026, buying an estimated $1.37M and bringing the position to 116,462 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Mariner first reported a position in SCMB in Q4 2023 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Mariner held 116,462 shares of Schwab Municipal Bond ETF worth $3.01M as of Q2 2026.
Mariner bought 53,294 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1.37M.
Schwab Municipal Bond ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1271 holding.
Mariner first reported a position in Schwab Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.