RWA Wealth Partners’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 | $2.49M | Sell |
98,812
-38,385
| -28% | -$967K | 0.03% | 224 |
|
|
2025
Q1 | $3.48M | Sell |
137,197
-3,749
| -3% | -$95.1K | 0.04% | 186 |
|
|
2024
Q4 | $3.62M | Buy |
140,946
+1,920
| +1% | +$49.3K | 0.04% | 185 |
|
|
2024
Q3 | $3.65M | Buy |
139,026
+1,310
| +1% | +$34.4K | 0.05% | 186 |
|
|
2024
Q2 | $3.54M | Buy |
137,716
+1,200
| +0.9% | +$30.8K | 0.05% | 177 |
|
|
2024
Q1 | $3.55M | Buy |
136,516
+6,322
| +5% | +$165K | 0.05% | 179 |
|
|
2023
Q4 | $3.42M | Buy |
130,194
+90,216
| +226% | +$2.37M | 0.05% | 166 |
|
|
2023
Q3 | $991K | Buy |
39,978
+31,438
| +368% | +$779K | 0.02% | 193 |
|
|
2023
Q2 | $221K | Hold |
8,540
| – | – | ﹤0.01% | 306 |
|
|
2023
Q1 | $224K | Buy |
+8,540
| New | +$224K | 0.01% | 239 |
|