January Capital Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

January Capital 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	$306K	Buy	+12,026	New	+$311K	0.41%	41

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

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

January Capital Advisors's SCMB Position: Q1 2026 in Review

January Capital Advisors opened a new position in Schwab Municipal Bond ETF (SCMB) in Q1 2026: 12,026 shares worth $306K. The stake represents 0.41% of the portfolio and ranks #41 among its holdings.

169 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

January Capital Advisors held 12,026 shares of Schwab Municipal Bond ETF worth $306K as of Q1 2026.
Schwab Municipal Bond ETF was a new January Capital Advisors position in Q1 2026.
Schwab Municipal Bond ETF made up 0.41% of January Capital Advisors's portfolio in Q1 2026, its #41 holding.
169 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.