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Peapack-Gladstone Financial Corp’s Schwab Municipal Bond ETF SCMB Stock Holding History

Peapack-Gladstone Financial Corp’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 		$441K Sell
17,098
-5,500
-24% -$141K 0.01% 528
2026
Q1 		$576K Hold
22,598
– – 0.01% 471
2025
Q4 		$582K Hold
22,598
– – 0.01% 471
2025
Q3 		$579K Hold
22,598
– – 0.01% 478
2025
Q2 		$569K Buy
+22,598
New +$566K 0.01% 462

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

Peapack-Gladstone Financial Corp's SCMB Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp reduced its Schwab Municipal Bond ETF (SCMB) stake by 24% in Q2 2026, selling an estimated $141K and leaving 17,098 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #528.

Peapack-Gladstone Financial Corp first reported a position in SCMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $582K in Q4 2025. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 17,098 shares of Schwab Municipal Bond ETF worth $441K as of Q2 2026.
  • Peapack-Gladstone Financial Corp sold 5,500 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $141K.
  • Schwab Municipal Bond ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #528 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Schwab Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Peapack-Gladstone Financial Corp's Schwab Municipal Bond ETF position peaked at $582K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.