O'Rourke & Company’s Schwab Municipal Bond ETF SCMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.84M | Sell |
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|
2025
Q2 | $1.91M | Sell |
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|
2025
Q1 | $2.25M | Buy |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $2.23M | Sell |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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