CAP Partners LLC’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 | $366K | Buy |
14,554
+1,101
| +8% | +$27.7K | 0.23% | 93 |
|
|
2025
Q1 | $341K | Buy |
13,453
+1,965
| +17% | +$49.9K | 0.25% | 94 |
|
|
2024
Q4 | $295K | Buy |
11,488
+1,560
| +16% | +$40.1K | 0.21% | 101 |
|
|
2024
Q3 | $261K | Buy |
9,928
+18
| +0.2% | +$473 | 0.19% | 110 |
|
|
2024
Q2 | $255K | Buy |
+9,910
| New | +$255K | 0.21% | 106 |
|