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Elequin Capital’s Schwab Municipal Bond ETF SCMB Stock Holding History

Elequin Capital’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 		– Sell
-35,552
Closed -$916K – 712
2025
Q4 		$916K Sell
35,552
-23,468
-40% -$605K 0.07% 66
2025
Q3 		$1.51M Sell
59,020
-40,980
-41% -$1.03M 0.08% 51
2025
Q2 		$2.52M Buy
+100,000
New +$2.51M 0.33% 28

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Elequin Capital's SCMB Position: Q1 2026 in Review

Elequin Capital sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2026, closing a stake of 35,552 shares — an estimated $916K sold.

Elequin Capital first reported a position in SCMB in Q2 2025 and held it in 3 quarters. The position peaked at $2.52M in Q2 2025. 169 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Elequin Capital reported no remaining Schwab Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Elequin Capital sold 35,552 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $916K.
  • Elequin Capital first reported a position in Schwab Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
  • Elequin Capital's Schwab Municipal Bond ETF position peaked at $2.52M in Q2 2025.
  • 169 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Elequin Capital's 13F filing for Q1 2026, filed 11 May 2026.