Element Wealth’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
Q1 | – | Sell |
-7,350
| Closed | -$189K | – | 264 |
|
|
2024
Q4 | $189K | Hold |
7,350
| – | – | 0.1% | 157 |
|
|
2024
Q3 | $193K | Buy |
7,350
+2,870
| +64% | +$75.4K | 0.1% | 153 |
|
|
2024
Q2 | $115K | Hold |
4,480
| – | – | 0.06% | 161 |
|
|
2024
Q1 | $117K | Hold |
4,480
| – | – | 0.07% | 159 |
|
|
2023
Q4 | $118K | Hold |
4,480
| – | – | 0.07% | 149 |
|
|
2023
Q3 | $111K | Hold |
4,480
| – | – | 0.08% | 142 |
|
|
2023
Q2 | $116K | Hold |
4,480
| – | – | 0.08% | 143 |
|
|
2023
Q1 | $117K | Buy |
+4,480
| New | +$117K | 0.09% | 131 |
|