Golden Bell Financial Planning’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
$389K Buy
15,455
+1,694
+12% +$42.7K 0.37% 27
2025
Q1
$349K Buy
13,761
+207
+2% +$5.25K 0.34% 27
2024
Q4
$348K Buy
+13,554
New +$348K 0.35% 26