O'Rourke & Company’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 | $1.91M | Sell |
76,021
-12,472
| -14% | -$314K | 0.89% | 30 |
|
|
2025
Q1 | $2.25M | Buy |
88,493
+87
| +0.1% | +$2.21K | 1.11% | 25 |
|
|
2024
Q4 | $2.27M | Buy |
88,406
+4,960
| +6% | +$127K | 1.11% | 23 |
|
|
2024
Q3 | $2.19M | Sell |
83,446
-3,322
| -4% | -$87.3K | 1.1% | 23 |
|
|
2024
Q2 | $2.23M | Sell |
86,768
-2,368
| -3% | -$60.9K | 1.26% | 21 |
|
|
2024
Q1 | $2.32M | Buy |
89,136
+3,238
| +4% | +$84.3K | 1.35% | 19 |
|
|
2023
Q4 | $2.26M | Buy |
85,898
+19,394
| +29% | +$510K | 1.46% | 18 |
|
|
2023
Q3 | $1.65M | Sell |
66,504
-760
| -1% | -$18.8K | 1.2% | 22 |
|
|
2023
Q2 | $1.74M | Buy |
67,264
+18,872
| +39% | +$489K | 1.22% | 20 |
|
|
2023
Q1 | $1.27M | Buy |
48,392
+2,386
| +5% | +$62.5K | 0.97% | 27 |
|
|
2022
Q4 | $1.18M | Buy |
+46,006
| New | +$1.18M | 0.94% | 28 |
|