Columbus Macro’s Schwab Municipal Bond ETF SCMB Stock Holding History

Columbus Macro’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	$1.21M	Sell	47,668 -5,408	-10%	-$140K	0.13%	136
2025 Q4	$1.37M	Buy	53,076 +10,245	+24%	+$264K	0.15%	134
2025 Q3	$1.1M	Sell	42,831 -1,115	-3%	-$28.1K	0.12%	147
2025 Q2	$1.11M	Sell	43,946 -16,080	-27%	-$403K	0.14%	144
2025 Q1	$1.52M	Buy	60,026 +3,178	+6%	+$81.5K	0.2%	132
2024 Q4	$1.46M	Buy	56,848 +25,848	+83%	+$670K	0.2%	133
2024 Q3	$512K	Buy	31,000 +10,998	+55%	+$286K	0.19%	134
2024 Q2	$515K	Sell	20,002 -370	-2%	-$9.52K	0.2%	133
2024 Q1	$530K	Sell	20,372 -174	-0.8%	-$4.54K	0.2%	135
2023 Q4	$540K	Buy	20,546 +11,044	+116%	+$279K	0.21%	131
2023 Q3	$236K	Sell	9,502 -6	-0.1%	-$153	0.1%	152
2023 Q2	$246K	Sell	9,508 -710	-7%	-$18.4K	0.1%	144
2023 Q1	$267K	Sell	10,218 -16	-0.2%	-$416	0.1%	158
2022 Q4	$263K	Buy	+10,234	New	+$259K	0.1%	156

Other funds holding SCMB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Columbus Macro's SCMB Position: Q1 2026 in Review

Columbus Macro reduced its Schwab Municipal Bond ETF (SCMB) stake by 10% in Q1 2026, selling an estimated $140K and leaving 47,668 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #136.

Columbus Macro first reported a position in SCMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.52M in Q1 2025. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

Columbus Macro held 47,668 shares of Schwab Municipal Bond ETF worth $1.21M as of Q1 2026.
Columbus Macro sold 5,408 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $140K.
Schwab Municipal Bond ETF made up 0.13% of Columbus Macro's portfolio in Q1 2026, its #136 holding.
Columbus Macro first reported a position in Schwab Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
Columbus Macro's Schwab Municipal Bond ETF position peaked at $1.52M in Q1 2025.
167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.