Creative Financial Designs’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 | $1.36M | Sell |
53,969
-3,523
| -6% | -$88.7K | 0.1% | 178 |
|
|
2025
Q1 | $1.46M | Buy |
57,492
+25,617
| +80% | +$650K | 0.12% | 146 |
|
|
2024
Q4 | $819K | Buy |
31,875
+11,415
| +56% | +$293K | 0.07% | 217 |
|
|
2024
Q3 | $537K | Buy |
20,460
+4,438
| +28% | +$117K | 0.05% | 277 |
|
|
2024
Q2 | $412K | Hold |
16,022
| – | – | 0.04% | 303 |
|
|
2024
Q1 | $417K | Buy |
16,022
+4,528
| +39% | +$118K | 0.04% | 290 |
|
|
2023
Q4 | $302K | Buy |
11,494
+6,234
| +119% | +$164K | 0.03% | 307 |
|
|
2023
Q3 | $130K | Buy |
5,260
+2,000
| +61% | +$49.6K | 0.02% | 446 |
|
|
2023
Q2 | $84.5K | Buy |
3,260
+1,900
| +140% | +$49.2K | 0.01% | 523 |
|
|
2023
Q1 | $35.6K | Buy |
+1,360
| New | +$35.6K | ﹤0.01% | 669 |
|