United Capital 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	$11.6M	Buy	462,276 +287,789	+165%	+$7.25M	0.09%	167
2025 Q1	$4.43M	Buy	174,487 +116,383	+200%	+$2.95M	0.04%	289
2024 Q4	$1.49M	Buy	58,104 +30,114	+108%	+$773K	0.01%	476
2024 Q3	$735K	Sell	27,990 -10,000	-26%	-$263K	0.01%	618
2024 Q2	$976K	Buy	+37,990	New	+$976K	0.01%	531