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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