AE Wealth Management’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
$16.4K Sell
2025
Q2
$16.9K Sell
2025
Q1
$24.6K Buy
2024
Q4
$5.03K Buy
2024
Q1
Sell
2023
Q4
$473K Buy