Altiora Financial Group’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 | $504K | Hold |
20,000
| – | – | 0.1% | 66 |
|
2025
Q1 | $507K | Hold |
20,000
| – | – | 0.11% | 65 |
|
2024
Q4 | $514K | Hold |
20,000
| – | – | 0.11% | 68 |
|
2024
Q3 | $525K | Hold |
20,000
| – | – | 0.12% | 69 |
|
2024
Q2 | $514K | Hold |
20,000
| – | – | 0.12% | 61 |
|
2024
Q1 | $521K | Hold |
20,000
| – | – | 0.14% | 54 |
|
2023
Q4 | $526K | Buy |
+20,000
| New | +$526K | 0.15% | 53 |
|