WealthShield Partners’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 | $144K | Hold |
5,724
| – | – | 0.02% | 348 |
|
|
2025
Q1 | $145K | Hold |
5,724
| – | – | 0.02% | 342 |
|
|
2024
Q4 | $147K | Hold |
5,724
| – | – | 0.02% | 311 |
|
|
2024
Q3 | $150K | Hold |
5,724
| – | – | 0.02% | 320 |
|
|
2024
Q2 | $147K | Hold |
5,724
| – | – | 0.02% | 300 |
|
|
2024
Q1 | $149K | Buy |
+5,724
| New | +$149K | 0.02% | 293 |
|