Citadel Advisors
SCMB icon

Citadel Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Citadel Advisors’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 		$534K Buy
+20,977
New +$542K ﹤0.01% 9139
2025
Q4 		– Sell
-10,974
Closed -$281K – 14107
2025
Q3 		$281K Buy
+10,974
New +$277K ﹤0.01% 10525
2025
Q2 		– Sell
-20,622
Closed -$523K – 14955
2025
Q1 		$523K Sell
20,622
-22,295
-52% -$572K ﹤0.01% 8372
2024
Q4 		$1.1M Buy
42,917
+2,563
+6% +$66.4K ﹤0.01% 6800
2024
Q3 		$1.06M Buy
40,354
+32,536
+416% +$847K ﹤0.01% 6760
2024
Q2 		$201K Buy
+7,818
New +$201K ﹤0.01% 9932

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