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
2026 Q1	$842K	Buy	33,065 +5,492	+20%	+$142K	﹤0.01%	975
2025 Q4	$710K	Buy	27,573 +13,226	+92%	+$341K	﹤0.01%	1074
2025 Q3	$367K	Sell	14,347 -444	-3%	-$11.2K	﹤0.01%	1285
2025 Q2	$372K	Sell	14,791 -3,671	-20%	-$92K	﹤0.01%	1150
2025 Q1	$468K	Buy	18,462 +1,094	+6%	+$28.1K	﹤0.01%	879
2024 Q4	$446K	Hold	17,368	–	–	﹤0.01%	847
2024 Q3	$456K	Hold	17,368	–	–	﹤0.01%	787
2024 Q2	$446K	Sell	17,368 -54	-0.3%	-$1.39K	0.01%	736
2024 Q1	$453K	Sell	17,422 -21,290	-55%	-$556K	0.01%	718
2023 Q4	$1.02M	Sell	38,712 -1,210	-3%	-$30.6K	0.01%	518
2023 Q3	$990K	Sell	39,922 -7,360	-16%	-$188K	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%	-$191K	0.02%	337
2022 Q4	$1.06M	Buy	+41,326	New	+$1.05M	0.03%	277