MML Investors Services
SCMB icon

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
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
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