Capital Analysts 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 | $98K | Buy |
3,874
+1,083
| +39% | +$27.4K | ﹤0.01% | 677 |
|
|
2025
Q1 | $71K | Hold |
2,791
| – | – | ﹤0.01% | 720 |
|
|
2024
Q4 | $72K | Buy |
2,791
+1,091
| +64% | +$28.1K | ﹤0.01% | 687 |
|
|
2024
Q3 | $45K | Buy |
1,700
+334
| +24% | +$8.84K | ﹤0.01% | 754 |
|
|
2024
Q2 | $35K | Buy |
1,366
+490
| +56% | +$12.6K | ﹤0.01% | 776 |
|
|
2024
Q1 | $23K | Buy |
+876
| New | +$23K | ﹤0.01% | 800 |
|