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Root Financial Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

Root Financial Partners’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 		$571K Hold
22,672
– – 0.06% 114
2025
Q1 		$575K Buy
22,672
+7,833
+53% +$199K 0.06% 99
2024
Q4 		$381K Buy
+14,839
New +$381K 0.05% 132