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Trinity Financial Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Trinity Financial Advisors’s Portfolio SCMB Stock Details SCMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-42,319
Closed -$1.08M – 96
2025
Q1 		$1.08M Buy
+42,319
New +$1.08M 0.39% 34