Fort Point Capital Partners’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
$31.3M Buy
1,241,508
+588,813
+90% +$14.8M 2.25% 4
2025
Q1
$16.6M Sell
652,695
-143,329
-18% -$3.64M 1.83% 13
2024
Q4
$20.4M Buy
+796,024
New +$20.4M 2.23% 10