UBS Group
SCMB icon

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
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
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 $3.16B 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 $777B 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 $16.3B 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