Fiduciary Financial Group’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	$323K	Sell	12,844 -7,734	-38%	-$194K	0.06%	217
2025 Q1	$510K	Sell	20,578 -19,503	-49%	-$483K	0.11%	123
2024 Q4	$1.02M	Buy	+40,081	New	+$1.02M	0.22%	67