Creative Planning’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
$872K Sell
34,647
-903
-3% -$22.7K ﹤0.01% 1968
2025
Q1
$902K Buy
+35,550
New +$902K ﹤0.01% 1787
2024
Q4
Sell
-38,134
Closed -$1M 3640
2024
Q3
$1M Buy
+38,134
New +$1M ﹤0.01% 1509