MML Investors Services’s Schwab Municipal Bond ETF SCMB Stock Holding History

MML Investors Services’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	$4.57M	Sell	176,935 -104,480	-37%	-$2.68M	0.01%	1046
2026 Q1	$7.17M	Buy	281,415 +73,097	+35%	+$1.89M	0.02%	660
2025 Q4	$5.37M	Buy	208,318 +17,385	+9%	+$448K	0.01%	826
2025 Q3	$4.89M	Buy	190,933 +112,738	+144%	+$2.84M	0.01%	832
2025 Q2	$1.97M	Buy	78,195 +38,647	+98%	+$968K	0.01%	1258
2025 Q1	$1M	Buy	39,548 +30,450	+335%	+$781K	﹤0.01%	1577
2024 Q4	$234K	Buy	9,098 +98	+1%	+$2.54K	﹤0.01%	2416
2024 Q3	$236K	Buy	9,000 +74	+0.8%	+$1.93K	﹤0.01%	2329
2024 Q2	$229K	Buy	+8,926	New	+$230K	﹤0.01%	2269

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

MML Investors Services's SCMB Position: Q2 2026 in Review

MML Investors Services reduced its Schwab Municipal Bond ETF (SCMB) stake by 37% in Q2 2026, selling an estimated $2.68M and leaving 176,935 shares worth $4.57M. The position accounts for 0.01% of the portfolio, ranked #1046.

MML Investors Services first reported a position in SCMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.17M in Q1 2026. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

MML Investors Services held 176,935 shares of Schwab Municipal Bond ETF worth $4.57M as of Q2 2026.
MML Investors Services sold 104,480 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $2.68M.
Schwab Municipal Bond ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1046 holding.
MML Investors Services first reported a position in Schwab Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
MML Investors Services's Schwab Municipal Bond ETF position peaked at $7.17M in Q1 2026.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.