Old Mission Capital’s Schwab Municipal Bond ETF SCMB Stock Holding History

Old Mission 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 Q2	$1.46M	Sell	56,529 -340,409	-86%	-$8.73M	0.02%	358
2026 Q1	$10.1M	Buy	+396,938	New	+$10.3M	0.16%	74
2025 Q4	–	Sell	-210,281	Closed	-$5.39M	–	1249
2025 Q3	$5.39M	Buy	+210,281	New	+$5.3M	0.11%	111
2024 Q1	–	Sell	-9,806	Closed	-$258K	–	1575
2023 Q4	$258K	Buy	+9,806	New	+$248K	﹤0.01%	984
2023 Q2	–	Sell	-8,224	Closed	-$215K	–	1518
2023 Q1	$215K	Buy	+8,224	New	+$214K	﹤0.01%	1128

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

Old Mission Capital's SCMB Position: Q2 2026 in Review

Old Mission Capital reduced its Schwab Municipal Bond ETF (SCMB) stake by 86% in Q2 2026, selling an estimated $8.73M and leaving 56,529 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #358.

Old Mission Capital first reported a position in SCMB in Q1 2023 and has held it in 5 quarters since. The position peaked at $10.1M in Q1 2026. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Old Mission Capital held 56,529 shares of Schwab Municipal Bond ETF worth $1.46M as of Q2 2026.
Old Mission Capital sold 340,409 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $8.73M.
Schwab Municipal Bond ETF made up 0.02% of Old Mission Capital's portfolio in Q2 2026, its #358 holding.
Old Mission Capital first reported a position in Schwab Municipal Bond ETF in Q1 2023 and has held it in 5 quarters since.
Old Mission Capital's Schwab Municipal Bond ETF position peaked at $10.1M in Q1 2026.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.