Berger Financial Group’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 | $520K | Sell |
20,644
-3,916
| -16% | -$98.6K | 0.03% | 261 |
|
|
2025
Q1 | $623K | Hold |
24,560
| – | – | 0.04% | 233 |
|
|
2024
Q4 | $631K | Hold |
24,560
| – | – | 0.04% | 222 |
|
|
2024
Q3 | $645K | Hold |
24,560
| – | – | 0.05% | 201 |
|
|
2024
Q2 | $631K | Sell |
24,560
-388
| -2% | -$9.97K | 0.05% | 185 |
|
|
2024
Q1 | $649K | Buy |
+24,948
| New | +$649K | 0.05% | 180 |
|