Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $446K | Hold |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $446K | Sell |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $990K | Sell |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $890K | Sell |
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|
2022
Q4 | $1.06M | Buy |
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