Envestnet Asset Management’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	$18.5M	Buy	726,386 +581,349	+401%	+$15M	0.01%	1389
2025 Q4	$3.74M	Sell	145,037 -283,148	-66%	-$7.3M	﹤0.01%	2389
2025 Q3	$11M	Buy	428,185 +107,943	+34%	+$2.72M	﹤0.01%	1714
2025 Q2	$8.06M	Buy	320,242 +99,133	+45%	+$2.48M	﹤0.01%	1881
2025 Q1	$5.61M	Buy	221,109 +95,209	+76%	+$2.44M	﹤0.01%	2038
2024 Q4	$3.23M	Buy	125,900 +38,400	+44%	+$995K	﹤0.01%	2381
2024 Q3	$2.3M	Buy	87,500 +9,820	+13%	+$256K	﹤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%	+$9.98K	﹤0.01%	2678
2023 Q4	$1.71M	Buy	65,134 +7,666	+13%	+$194K	﹤0.01%	2571
2023 Q3	$1.42M	Sell	57,468 -16	-0%	-$408	﹤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%	-$9.15K	﹤0.01%	2385
2022 Q4	$1.48M	Buy	+57,704	New	+$1.46M	﹤0.01%	2365