RWA Wealth Partners’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
2026 Q1	$6.13M	Sell	240,465 -750	-0.3%	-$19.4K	0.07%	142
2025 Q4	$6.21M	Buy	241,215 +42,297	+21%	+$1.09M	0.07%	145
2025 Q3	$5.09M	Buy	198,918 +100,106	+101%	+$2.52M	0.06%	172
2025 Q2	$2.49M	Sell	98,812 -38,385	-28%	-$962K	0.03%	224
2025 Q1	$3.48M	Sell	137,197 -3,749	-3%	-$96.1K	0.04%	186
2024 Q4	$3.62M	Buy	140,946 +1,920	+1%	+$49.7K	0.04%	185
2024 Q3	$3.65M	Buy	139,026 +1,310	+1%	+$34.1K	0.05%	186
2024 Q2	$3.54M	Buy	137,716 +1,200	+0.9%	+$30.9K	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%	+$2.28M	0.05%	166
2023 Q3	$991K	Buy	39,978 +31,438	+368%	+$802K	0.02%	193
2023 Q2	$221K	Hold	8,540	–	–	﹤0.01%	306
2023 Q1	$224K	Buy	+8,540	New	+$222K	0.01%	239