MYECFO, LLC SCMB Holdings History

Number of Shares
145,160.00
Current Holdings Value*
$3.66 Mil
% of Portfolio
1.79%
Total Estimate Gain
$-1.69 Mil
% of Total Estimate Gain
-24.16%

MYECFO, LLC's Schwab Municipal Bond ETF Holding Summary

As of 2025-06-30, MYECFO, LLC held 145,160.00 shares of Schwab Municipal Bond ETF(SCMB), totaling $3.66 Mil. This investment constitutes 1.79% of their stock portfolio, and MYECFO, LLC now holds 0.18% of the outstanding Schwab Municipal Bond ETF(SCMB) stock.

The initial trade took place in 2022Q4. And since then MYECFO, LLC has made 7 purchases of SCMB, at an average price of $39.30, for a total of 178,420.00 shares. In addition, there have been 2 sales at an average price of $51.58 for 33,260.00 shares. Based on historical transaction data and SCMB's current price of $24.82, MYECFO, LLC's estimated gain on his SCMB holdings is $-1.69 Mil, reflecting a -24.16% gain to date.

MYECFO, LLC SCMB ($24.82) Holding Chart

MYECFO, LLC SCMB ($24.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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