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Cape Investment Advisory’s Schwab Municipal Bond ETF SCMB Stock Holding History

Cape Investment Advisory’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.8K Buy
510
+3
+0.6% +$76 ﹤0.01% 590
2025
Q1 		$12.9K Buy
507
+3
+0.6% +$76 0.01% 558
2024
Q4 		$12.9K Buy
+504
New +$12.9K 0.01% 537