AE Wealth Management’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	$16.9K	Sell	672 -298	-31%	-$7.5K	﹤0.01%	1797
2025 Q1	$24.6K	Buy	970 +774	+395%	+$19.6K	﹤0.01%	1697
2024 Q4	$5.03K	Buy	+196	New	+$5.03K	﹤0.01%	1919
2024 Q1	–	Sell	-18,184	Closed	-$473K	–	1825
2023 Q4	$473K	Buy	+18,184	New	+$473K	﹤0.01%	1464