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Perigon Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Perigon Wealth Management’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.53M Buy
179,898
+14,740
+9% +$371K 0.11% 183
2025
Q1 		$4.19M Buy
+165,158
New +$4.19M 0.11% 188