Family Capital Management’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 | $618K | Buy |
24,527
+1,279
| +6% | +$32.2K | 0.32% | 52 |
|
|
2025
Q1 | $590K | Buy |
23,248
+1,034
| +5% | +$26.2K | 0.36% | 46 |
|
|
2024
Q4 | $570K | Buy |
22,214
+4,408
| +25% | +$113K | 0.34% | 44 |
|
|
2024
Q3 | $468K | Buy |
17,806
+3,760
| +27% | +$98.8K | 0.3% | 47 |
|
|
2024
Q2 | $361K | Buy |
14,046
+2,000
| +17% | +$51.4K | 0.25% | 49 |
|
|
2024
Q1 | $313K | Buy |
+12,046
| New | +$313K | 0.22% | 51 |
|