Wealth Enhancement Advisory Services’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 | $3.38M | Buy |
134,584
+77,574
| +136% | +$1.95M | 0.01% | 1085 |
|
|
2025
Q1 | $1.45M | Sell |
57,010
-6,581
| -10% | -$167K | ﹤0.01% | 1407 |
|
|
2024
Q4 | $1.63M | Buy |
63,591
+577
| +0.9% | +$14.8K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $1.66M | Buy |
63,014
+3,340
| +6% | +$87.7K | ﹤0.01% | 1144 |
|
|
2024
Q2 | $1.53M | Buy |
59,674
+17,294
| +41% | +$444K | ﹤0.01% | 1098 |
|
|
2024
Q1 | $1.1M | Buy |
42,380
+33,740
| +391% | +$878K | ﹤0.01% | 1197 |
|
|
2023
Q4 | $227K | Buy |
+8,640
| New | +$227K | ﹤0.01% | 2017 |
|