IFP Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8K | Hold |
3,290
| – | – | ﹤0.01% | 1756 |
|
|
2025
Q1 | $83.5K | Hold |
3,290
| – | – | ﹤0.01% | 1626 |
|
|
2024
Q4 | $84.5K | Hold |
3,290
| – | – | ﹤0.01% | 1556 |
|
|
2024
Q3 | $86.4K | Buy |
+3,290
| New | +$86.4K | ﹤0.01% | 1473 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$24.8K | – | 3298 |
|
|
2023
Q3 | $24.8K | Buy |
+1,000
| New | +$24.8K | ﹤0.01% | 1833 |
|
|
2023
Q2 | – | Sell |
-8,560
| Closed | -$214K | – | 3562 |
|
|
2023
Q1 | $214K | Buy |
8,560
+1,540
| +22% | +$38.6K | 0.01% | 923 |
|
|
2022
Q4 | $176K | Buy |
+7,020
| New | +$176K | ﹤0.01% | 1420 |
|