VI
SCMB icon

VanderPol Investments’s Schwab Municipal Bond ETF SCMB Stock Holding History

VanderPol Investments’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24,975
Closed -$647K – 61
2025
Q3 		$647K Sell
24,975
-58,810
-70% -$1.48M 1.12% 21
2025
Q2 		$2.11M Sell
83,785
-2,614
-3% -$65.5K 4.43% 6
2025
Q1 		$2.19M Buy
86,399
+6,217
+8% +$159K 4.63% 5
2024
Q4 		$2.06M Sell
80,182
-2,582
-3% -$66.9K 4.5% 5
2024
Q3 		$2.17M Sell
82,764
-428
-0.5% -$11.1K 4.84% 5
2024
Q2 		$2.14M Sell
83,192
-1,102
-1% -$28.4K 6.49% 5
2024
Q1 		$2.19M Buy
+84,294
New +$2.2M 6.29% 5

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AWE
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CST
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PCA
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FPCP
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UCFA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return