ACA
SCMB icon

Aptus Capital Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Aptus Capital Advisors’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44K Hold
1,726
– – ﹤0.01% 1288
2025
Q4 		$44.5K Buy
1,726
+1,521
+742% +$39.2K ﹤0.01% 1306
2025
Q3 		$5.25K Hold
205
– – ﹤0.01% 1482
2025
Q2 		$5.16K Hold
205
– – ﹤0.01% 1417
2025
Q1 		$5.2K Hold
205
– – ﹤0.01% 1331
2024
Q4 		$5.26K Sell
205
-205
-50% -$5.31K ﹤0.01% 1331
2024
Q3 		$5.38K Hold
410
– – ﹤0.01% 1142
2024
Q2 		$10.5K Hold
410
– – ﹤0.01% 1024
2024
Q1 		$10.7K Hold
410
– – ﹤0.01% 1029
2023
Q4 		$10.8K Buy
+410
New +$10.4K ﹤0.01% 789

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AWE
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CST
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PCA
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UCFA
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Creative Planning
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