TWM
TSA Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
52,747
+24,342
| +86% | +$613K | 0.49% | 33 |
|
|
2025
Q1 | $721K | Sell |
28,405
-135
| -0.5% | -$3.43K | 0.29% | 41 |
|
|
2024
Q4 | $733K | Buy |
28,540
+14,271
| +100% | +$366K | 0.3% | 38 |
|
|
2024
Q3 | $750K | Buy |
14,269
+7,366
| +107% | +$387K | 0.3% | 36 |
|
|
2024
Q2 | $355K | Buy |
+6,903
| New | +$355K | 0.15% | 50 |
|