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Investment Planning Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Investment Planning 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 		$1.56M Buy
62,039
+6,572
+12% +$165K 0.55% 19
2025
Q1 		$1.41M Buy
+55,467
New +$1.41M 0.57% 25