SageView Advisory Group’s Schwab Municipal Bond ETF SCMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
+9,940
| New | +$248K | 0.01% | 545 |
|
|
2025
Q1 | – | Sell |
-39,734
| Closed | -$1.02M | – | 619 |
|
|
2024
Q4 | $1.02M | Buy |
+39,734
| New | +$1.02M | 0.04% | 219 |
|
|
2024
Q3 | – | Hold |
0
| – | -$219K | – | 565 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 514 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1.79M | – | 783 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 158 |
|