Jeff Yass’s Schwab Municipal Bond ETF SCMB Stock Holding History

Jeff Yass’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 Q2	–	Sell	-72,707	Closed	-$1.85M	–	14396
2026 Q1	$1.85M	Buy	+72,707	New	+$1.88M	﹤0.01%	6353
2025 Q4	–	Sell	-11,039	Closed	-$283K	–	13471
2025 Q3	$283K	Buy	+11,039	New	+$278K	﹤0.01%	10262
2025 Q2	–	Sell	-25,434	Closed	-$645K	–	13597
2025 Q1	$645K	Buy	+25,434	New	+$652K	﹤0.01%	8339
2024 Q3	–	Sell	-372,518	Closed	-$9.57M	–	12917
2024 Q2	$9.57M	Buy	372,518 +317,572	+578%	+$8.17M	﹤0.01%	2537
2024 Q1	$1.43M	Buy	+54,946	New	+$1.44M	﹤0.01%	6114
2023 Q1	–	Sell	-17,530	Closed	-$450K	–	13387
2022 Q4	$450K	Buy	+17,530	New	+$444K	﹤0.01%	8147

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

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 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

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Jeff Yass's SCMB Position: Q2 2026 in Review

Jeff Yass sold out of Schwab Municipal Bond ETF (SCMB) in Q2 2026, closing a stake of 72,707 shares — an estimated $1.85M sold.

Jeff Yass first reported a position in SCMB in Q4 2022 and held it in 6 quarters. The position peaked at $9.57M in Q2 2024. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Jeff Yass reported no remaining Schwab Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 72,707 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $1.85M.
Jeff Yass first reported a position in Schwab Municipal Bond ETF in Q4 2022 and held it in 6 quarters.
Jeff Yass's Schwab Municipal Bond ETF position peaked at $9.57M in Q2 2024.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.