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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.4M Buy
2025
Q2
$5.27M Sell
2025
Q1
$5.37M Sell
2024
Q4
$5.86M Sell
2024
Q3
$6.31M Hold
2024
Q2
$6.17M Hold
2024
Q1
$6.25M Hold
2023
Q4
$6.32M Buy