MAI Capital Management’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
$625K Buy
24,802
+411
+2% +$10.3K ﹤0.01% 758
2025
Q1
$619K Buy
24,391
+458
+2% +$11.6K ﹤0.01% 734
2024
Q4
$615K Buy
+23,933
New +$615K ﹤0.01% 752