Kestra Advisory Services’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 | $803K | Buy |
31,904
+2,202
| +7% | +$55.4K | ﹤0.01% | 1630 |
|
|
2025
Q1 | $754K | Buy |
29,702
+5,987
| +25% | +$152K | ﹤0.01% | 1566 |
|
|
2024
Q4 | $609K | Buy |
23,715
+5,139
| +28% | +$132K | ﹤0.01% | 1735 |
|
|
2024
Q3 | $488K | Buy |
18,576
+2,576
| +16% | +$67.7K | ﹤0.01% | 1779 |
|
|
2024
Q2 | $411K | Buy |
16,000
+5,068
| +46% | +$130K | ﹤0.01% | 1902 |
|
|
2024
Q1 | $285K | Buy |
10,932
+62
| +0.6% | +$1.61K | ﹤0.01% | 2029 |
|
|
2023
Q4 | $286K | Buy |
+10,870
| New | +$286K | ﹤0.01% | 1876 |
|