UBS Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

UBS Group’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	$3.46K	Sell	134 -153	-53%	-$3.92K	﹤0.01%	9187
2026 Q1	$7.31K	Buy	+287	New	+$7.42K	﹤0.01%	8596
2025 Q1	–	Sell	-42	Closed	-$1.08K	–	10663
2024 Q4	$1.08K	Buy	+42	New	+$1.09K	﹤0.01%	9311
2024 Q3	–	Sell	-3,706	Closed	-$95.2K	–	9995
2024 Q2	$95.2K	Buy	+3,706	New	+$95.3K	﹤0.01%	6195
2023 Q4	–	Sell	-136	Closed	-$3.37K	–	9810
2023 Q3	$3.37K	Sell	136 -3,168	-96%	-$80.9K	﹤0.01%	7568
2023 Q2	$85.6K	Buy	3,304 +2,914	+747%	+$75.6K	﹤0.01%	6137
2023 Q1	$10.2K	Sell	390 -4,614	-92%	-$120K	﹤0.01%	7598
2022 Q4	$128K	Buy	+5,004	New	+$127K	﹤0.01%	5873

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

UBS Group's SCMB Position: Q2 2026 in Review

UBS Group reduced its Schwab Municipal Bond ETF (SCMB) stake by 53% in Q2 2026, selling an estimated $3.92K and leaving 134 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #9187.

UBS Group first reported a position in SCMB in Q4 2022 and has held it in 8 quarters since. The position peaked at $128K in Q4 2022. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

UBS Group held 134 shares of Schwab Municipal Bond ETF worth $3.46K as of Q2 2026.
UBS Group sold 153 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $3.92K.
Schwab Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9187 holding.
UBS Group first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 8 quarters since.
UBS Group's Schwab Municipal Bond ETF position peaked at $128K in Q4 2022.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.