Aptus Capital Advisors’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 | $5.16K | Hold |
205
| – | – | ﹤0.01% | 1407 |
|
2025
Q1 | $5.2K | Hold |
205
| – | – | ﹤0.01% | 1326 |
|
2024
Q4 | $5.26K | Sell |
205
-205
| -50% | -$5.26K | ﹤0.01% | 1323 |
|
2024
Q3 | $5.38K | Hold |
410
| – | – | ﹤0.01% | 1141 |
|
2024
Q2 | $10.5K | Hold |
410
| – | – | ﹤0.01% | 1021 |
|
2024
Q1 | $10.7K | Hold |
410
| – | – | ﹤0.01% | 1024 |
|
2023
Q4 | $10.8K | Buy |
+410
| New | +$10.8K | ﹤0.01% | 787 |
|