OMC
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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
Q1 		$10.1M Buy
+396,938
New +$10.3M 0.24% 74
2025
Q4 		– Sell
-210,281
Closed -$5.39M – 1255
2025
Q3 		$5.39M Buy
+210,281
New +$5.3M 0.19% 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
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 $3.15B AUM 20.31% 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 $93.1B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B 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 $374B AUM 17.66% 1-Year Est. Return