Northeast Financial Group’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	$1.3M	Buy	51,676 +13,136	+34%	+$331K	0.38%	37
2025 Q1	$978K	Sell	38,540 -26,645	-41%	-$676K	0.34%	38
2024 Q4	$1.67M	Buy	+65,185	New	+$1.67M	0.61%	31