Jim Simons
SCMB icon

Jim Simons’s Schwab Municipal Bond ETF SCMB Stock Holding History

Jim Simons’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 		$7.13M Buy
276,100
+236,300
+594% +$6.06M 0.01% 1249
2026
Q1 		$1.01M Buy
+39,800
New +$1.03M ﹤0.01% 2273

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
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Fort Point Capital Partners
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Jim Simons's SCMB Position: Q2 2026 in Review

Jim Simons increased its Schwab Municipal Bond ETF (SCMB) stake by 594% in Q2 2026, buying an estimated $6.06M and bringing the position to 276,100 shares worth $7.13M. The position accounts for 0.01% of the portfolio, ranked #1249.

Jim Simons first reported a position in SCMB in Q1 2026 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Jim Simons held 276,100 shares of Schwab Municipal Bond ETF worth $7.13M as of Q2 2026.
  • Jim Simons bought 236,300 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $6.06M.
  • Schwab Municipal Bond ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1249 holding.
  • Jim Simons first reported a position in Schwab Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.