Advisornet Financial’s Schwab Municipal Bond ETF SCMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Hold |
32,128
| – | – | 0.05% | 274 |
|
|
2025
Q1 | $815K | Hold |
32,128
| – | – | 0.06% | 259 |
|
|
2024
Q4 | $825K | Buy |
32,128
+1,270
| +4% | +$32.6K | 0.07% | 233 |
|
|
2024
Q3 | $810K | Buy |
30,858
+1,650
| +6% | +$43.3K | 0.06% | 251 |
|
|
2024
Q2 | $751K | Sell |
29,208
-4,550
| -13% | -$117K | 0.07% | 241 |
|
|
2024
Q1 | $879K | Buy |
33,758
+2,010
| +6% | +$52.3K | 0.08% | 223 |
|
|
2023
Q4 | $835K | Hold |
31,748
| – | – | 0.08% | 242 |
|
|
2023
Q3 | $787K | Buy |
31,748
+11,018
| +53% | +$273K | 0.07% | 234 |
|
|
2023
Q2 | $537K | Buy |
20,730
+17,360
| +515% | +$450K | 0.05% | 294 |
|
|
2023
Q1 | $88.2K | Buy |
+3,370
| New | +$88.2K | 0.01% | 652 |
|