Envestnet Asset Management’s Schwab Municipal Bond ETF SCMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
320,242
+99,133
| +45% | +$2.5M | ﹤0.01% | 1881 |
|
|
2025
Q1 | $5.61M | Buy |
221,109
+95,209
| +76% | +$2.42M | ﹤0.01% | 2038 |
|
|
2024
Q4 | $3.23M | Buy |
125,900
+38,400
| +44% | +$986K | ﹤0.01% | 2381 |
|
|
2024
Q3 | $2.3M | Buy |
87,500
+9,820
| +13% | +$258K | ﹤0.01% | 2559 |
|
|
2024
Q2 | $2M | Buy |
77,680
+12,164
| +19% | +$313K | ﹤0.01% | 2599 |
|
|
2024
Q1 | $1.71M | Buy |
65,516
+382
| +0.6% | +$9.94K | ﹤0.01% | 2678 |
|
|
2023
Q4 | $1.71M | Buy |
65,134
+7,666
| +13% | +$202K | ﹤0.01% | 2571 |
|
|
2023
Q3 | $1.42M | Sell |
57,468
-16
| -0% | -$397 | ﹤0.01% | 2561 |
|
|
2023
Q2 | $1.49M | Buy |
57,484
+132
| +0.2% | +$3.42K | ﹤0.01% | 2472 |
|
|
2023
Q1 | $1.5M | Sell |
57,352
-352
| -0.6% | -$9.22K | ﹤0.01% | 2385 |
|
|
2022
Q4 | $1.48M | Buy |
+57,704
| New | +$1.48M | ﹤0.01% | 2365 |
|