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Avior Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Avior Wealth Management’s Portfolio SCMB Stock Details SCMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,686
Closed -$146K – 2034
2024
Q4 		$146K Hold
5,686
– – 0.01% 794
2024
Q3 		$149K Buy
+5,686
New +$149K 0.01% 772