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Maia Wealth’s Schwab Municipal Bond ETF SCMB Stock Holding History

Maia Wealth’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,966
Closed -$309K – 343
2024
Q3 		$309K Buy
23,966
+7,686
+47% +$99.1K 0.08% 190
2024
Q2 		$422K Buy
+16,280
New +$422K 0.13% 133
2023
Q4 		$356K Buy
+13,540
New +$356K 0.14% 136