WPC
Wedmont Private Capital’s Schwab Municipal Bond ETF SCMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
489,484
-84,865
| -15% | -$2.13M | 0.52% | 31 |
|
|
2025
Q1 | $14.2M | Buy |
574,349
+77,781
| +16% | +$1.92M | 0.73% | 23 |
|
|
2024
Q4 | $12.7M | Buy |
496,568
+249,379
| +101% | +$6.36M | 0.67% | 26 |
|
|
2024
Q3 | $12.9M | Sell |
247,189
-1,790
| -0.7% | -$93.3K | 0.74% | 25 |
|
|
2024
Q2 | $12.9M | Buy |
248,979
+1,758
| +0.7% | +$91.1K | 0.81% | 21 |
|
|
2024
Q1 | $12.8M | Buy |
247,221
+639
| +0.3% | +$33K | 0.93% | 19 |
|
|
2023
Q4 | $13M | Buy |
246,582
+133,963
| +119% | +$7.04M | 1.06% | 17 |
|
|
2023
Q3 | $5.54M | Sell |
112,619
-3,159
| -3% | -$155K | 0.56% | 32 |
|
|
2023
Q2 | $5.99M | Buy |
115,778
+13,452
| +13% | +$696K | 0.65% | 26 |
|
|
2023
Q1 | $5.37M | Buy |
102,326
+37,360
| +58% | +$1.96M | 0.71% | 22 |
|
|
2022
Q4 | $3.37M | Buy |
+64,966
| New | +$3.37M | 0.5% | 33 |
|