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Heartwood Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Heartwood Wealth Advisors’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$233K Buy
+9,243
New +$233K 0.02% 172