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
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 $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return