Capital Investment Advisory Services’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 | – | Sell |
-4
| Closed | -$101 | – | 1085 |
|
|
2025
Q1 | $101 | Sell |
4
-740
| -99% | -$18.7K | ﹤0.01% | 994 |
|
|
2024
Q4 | $19.1K | Hold |
744
| – | – | ﹤0.01% | 759 |
|
|
2024
Q3 | $19.5K | Buy |
744
+454
| +157% | +$11.9K | ﹤0.01% | 792 |
|
|
2024
Q2 | $7.45K | Buy |
290
+40
| +16% | +$1.03K | ﹤0.01% | 850 |
|
|
2024
Q1 | $6.51K | Buy |
+250
| New | +$6.51K | ﹤0.01% | 849 |
|