Creative Financial Designs’s Schwab Municipal Bond ETF SCMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Buy	60,614 +1,817	+3%	+$47K	0.09%	178
2025 Q4	$1.51M	Sell	58,797 -2,534	-4%	-$65.3K	0.1%	180
2025 Q3	$1.57M	Buy	61,331 +7,362	+14%	+$186K	0.11%	168
2025 Q2	$1.36M	Sell	53,969 -3,523	-6%	-$88.3K	0.1%	178
2025 Q1	$1.46M	Buy	57,492 +25,617	+80%	+$657K	0.12%	146
2024 Q4	$819K	Buy	31,875 +11,415	+56%	+$296K	0.07%	217
2024 Q3	$537K	Buy	20,460 +4,438	+28%	+$115K	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%	+$157K	0.03%	307
2023 Q3	$130K	Buy	5,260 +2,000	+61%	+$51K	0.02%	446
2023 Q2	$84.5K	Buy	3,260 +1,900	+140%	+$49.3K	0.01%	523
2023 Q1	$35.6K	Buy	+1,360	New	+$35.3K	﹤0.01%	669