Gleason 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
2024 Q2	–	Sell	-15,016	Closed	-$391K	–	276
2024 Q1	$391K	Hold	15,016	–	–	0.08%	54
2023 Q4	$395K	Buy	15,016 +100	+0.7%	+$2.63K	0.09%	53
2023 Q3	$370K	Buy	+14,916	New	+$370K	0.1%	55