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Cornerstone Advisors Asset Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Cornerstone Advisors Asset Management’s Portfolio SCMB Stock Details SCMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.15M Buy
85,203
+4,084
+5% +$103K 0.41% 45
2025
Q1 		$2.06M Buy
81,119
+34,924
+76% +$886K 0.42% 44
2024
Q4 		$1.19M Buy
46,195
+21,171
+85% +$544K 0.26% 50
2024
Q3 		$657K Buy
+25,024
New +$657K 0.15% 68