Advisornet Financial’s Schwab Municipal Bond ETF SCMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $740K | Sell |
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|
2025
Q2 | $809K | Hold |
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|
2025
Q1 | $815K | Hold |
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|
2024
Q4 | $825K | Buy |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $751K | Sell |
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|
2024
Q1 | $879K | Buy |
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|
2023
Q4 | $835K | Hold |
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|
2023
Q3 | $787K | Buy |
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|
2023
Q2 | $537K | Buy |
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|
2023
Q1 | $88.2K | Buy |
|