Avidian Wealth Enterprises’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	$1.95M	Buy	+77,355	New	+$1.95M	0.08%	134
2024 Q1	–	Sell	-8,154	Closed	-$215K	–	458
2023 Q4	$215K	Buy	+8,154	New	+$215K	0.01%	389