Jim Simons
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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
Q1 		$1.01M Buy
+39,800
New +$1.03M ﹤0.01% 2273

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $777B AUM 61.18% 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 $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jim Simons's SCMB Position: Q1 2026 in Review

Jim Simons opened a new position in Schwab Municipal Bond ETF (SCMB) in Q1 2026: 39,800 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #2273 among its holdings.

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

  • Jim Simons held 39,800 shares of Schwab Municipal Bond ETF worth $1.01M as of Q1 2026.
  • Schwab Municipal Bond ETF was a new Jim Simons position in Q1 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2273 holding.
  • 168 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.