Mercer Global Advisors
SCMB icon

Mercer Global Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Mercer Global Advisors’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 		$1.12M Buy
43,446
+5,375
+14% +$138K ﹤0.01% 1664
2026
Q1 		$970K Buy
38,071
+9,190
+32% +$238K ﹤0.01% 1578
2025
Q4 		$744K Buy
28,881
+1,364
+5% +$35.2K ﹤0.01% 1622
2025
Q3 		$705K Buy
27,517
+1,705
+7% +$43K ﹤0.01% 1544
2025
Q2 		$650K Buy
25,812
+49
+0.2% +$1.23K ﹤0.01% 1428
2025
Q1 		$654K Buy
25,763
+43
+0.2% +$1.1K ﹤0.01% 1331
2024
Q4 		$660K Buy
25,720
+2,658
+12% +$68.9K ﹤0.01% 1297
2024
Q3 		$303K Buy
+23,062
New +$600K ﹤0.01% 1609

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
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

Mercer Global Advisors's SCMB Position: Q2 2026 in Review

Mercer Global Advisors increased its Schwab Municipal Bond ETF (SCMB) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 43,446 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Mercer Global Advisors first reported a position in SCMB in Q3 2024 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Mercer Global Advisors held 43,446 shares of Schwab Municipal Bond ETF worth $1.12M as of Q2 2026.
  • Mercer Global Advisors bought 5,375 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $138K.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1664 holding.
  • Mercer Global Advisors first reported a position in Schwab Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.