MYeCFO’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 | $3.66M | Buy |
145,160
+12,400
| +9% | +$313K | 1.79% | 11 |
|
|
2025
Q1 | $3.36M | Buy |
132,760
+7,472
| +6% | +$189K | 1.78% | 11 |
|
|
2024
Q4 | $3.23M | Buy |
125,288
+730
| +0.6% | +$18.8K | 1.74% | 12 |
|
|
2024
Q3 | $3.28M | Buy |
124,558
+7,518
| +6% | +$198K | 1.78% | 13 |
|
|
2024
Q2 | $3.01M | Sell |
117,040
-55,960
| -32% | -$1.44M | 1.73% | 13 |
|
|
2024
Q1 | $4.5M | Sell |
173,000
-10,560
| -6% | -$275K | 2.64% | 8 |
|
|
2023
Q4 | $4.82M | Buy |
183,560
+13,440
| +8% | +$353K | 3.04% | 8 |
|
|
2023
Q3 | $4.22M | Buy |
170,120
+33,760
| +25% | +$837K | 2.92% | 8 |
|
|
2023
Q2 | $3.53M | Buy |
136,360
+12,490
| +10% | +$324K | 2.57% | 10 |
|
|
2023
Q1 | $3.24M | Buy |
123,870
+80,890
| +188% | +$2.12M | 2.43% | 12 |
|
|
2022
Q4 | $1.1M | Buy |
+42,980
| New | +$1.1M | 0.91% | 21 |
|