Beaird Harris Wealth Management’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 | $5.27M | Sell |
209,152
-2,650
| -1% | -$66.7K | 0.41% | 34 |
|
|
2025
Q1 | $5.37M | Sell |
211,802
-16,580
| -7% | -$421K | 0.46% | 32 |
|
|
2024
Q4 | $5.86M | Sell |
228,382
-11,800
| -5% | -$303K | 0.51% | 31 |
|
|
2024
Q3 | $6.31M | Hold |
240,182
| – | – | 0.55% | 30 |
|
|
2024
Q2 | $6.17M | Hold |
240,182
| – | – | 0.58% | 28 |
|
|
2024
Q1 | $6.25M | Hold |
240,182
| – | – | 0.61% | 28 |
|
|
2023
Q4 | $6.32M | Buy |
+240,182
| New | +$6.32M | 0.66% | 28 |
|