Sequoia Financial Advisors’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 | $372K | Sell |
14,791
-3,671
| -20% | -$92.4K | ﹤0.01% | 1139 |
|
|
2025
Q1 | $468K | Buy |
18,462
+1,094
| +6% | +$27.8K | ﹤0.01% | 872 |
|
|
2024
Q4 | $446K | Hold |
17,368
| – | – | ﹤0.01% | 842 |
|
|
2024
Q3 | $456K | Hold |
17,368
| – | – | ﹤0.01% | 785 |
|
|
2024
Q2 | $446K | Sell |
17,368
-54
| -0.3% | -$1.39K | 0.01% | 734 |
|
|
2024
Q1 | $453K | Sell |
17,422
-21,290
| -55% | -$554K | 0.01% | 714 |
|
|
2023
Q4 | $1.02M | Sell |
38,712
-1,210
| -3% | -$31.8K | 0.01% | 518 |
|
|
2023
Q3 | $990K | Sell |
39,922
-7,360
| -16% | -$182K | 0.02% | 337 |
|
|
2023
Q2 | $1.23M | Buy |
47,282
+13,298
| +39% | +$345K | 0.02% | 312 |
|
|
2023
Q1 | $890K | Sell |
33,984
-7,342
| -18% | -$192K | 0.02% | 337 |
|
|
2022
Q4 | $1.06M | Buy |
+41,326
| New | +$1.06M | 0.03% | 277 |
|