MWM
Meridian Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
57,392
+57
| +0.1% | +$1.44K | 0.06% | 247 |
|
|
2025
Q1 | $1.45M | Buy |
57,335
+2,090
| +4% | +$53K | 0.07% | 219 |
|
|
2024
Q4 | $1.42M | Buy |
55,245
+47,278
| +593% | +$1.21M | 0.07% | 228 |
|
|
2024
Q3 | $419K | Buy |
+7,967
| New | +$419K | 0.02% | 448 |
|