Kades & Cheifetz’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
Q4 | $364K | Buy |
14,189
+149
| +1% | +$3.83K | 0.19% | 79 |
|
2024
Q3 | $369K | Buy |
14,040
+116
| +0.8% | +$3.05K | 0.21% | 70 |
|
2024
Q2 | $358K | Buy |
13,924
+118
| +0.9% | +$3.03K | 0.23% | 69 |
|
2024
Q1 | $359K | Buy |
13,806
+76
| +0.6% | +$1.98K | 0.23% | 64 |
|
2023
Q4 | $361K | Buy |
+13,730
| New | +$361K | 0.26% | 62 |
|