SAI
Savvy Advisors Inc’s Schwab Municipal Bond ETF SCMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34,268
| Closed | -$869K | – | 670 |
|
|
2025
Q1 | $869K | Hold |
34,268
| – | – | 0.09% | 191 |
|
|
2024
Q4 | $880K | Buy |
34,268
+17,134
| +100% | +$440K | 0.11% | 161 |
|
|
2024
Q3 | $900K | Hold |
17,134
| – | – | 0.18% | 116 |
|
|
2024
Q2 | $881K | Buy |
+17,134
| New | +$881K | 0.29% | 85 |
|