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Compass Financial Group (South Dakota)’s Schwab Municipal Bond ETF SCMB Stock Holding History

Compass Financial Group (South Dakota)’s Portfolio SCMB Stock Details SCMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$580K Buy
23,036
+539
+2% +$13.6K 0.1% 48
2025
Q1 		$571K Buy
22,497
+3,004
+15% +$76.2K 0.11% 51
2024
Q4 		$501K Buy
19,493
+14,063
+259% +$361K 0.09% 53
2024
Q3 		$285K Buy
+5,430
New +$285K 0.06% 74