SageView Advisory Group’s Schwab Municipal Bond ETF SCMB Stock Holding History

SageView Advisory Group’s Portfolio SCMB Stock Details SCMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$388K	Buy	15,035 +1,639	+12%	+$42K	0.01%	417
2026 Q1	$341K	Buy	13,396 +25	+0.2%	+$646	0.01%	437
2025 Q4	$344K	Buy	13,371 +2,561	+24%	+$66K	0.01%	445
2025 Q3	$277K	Buy	10,810 +870	+9%	+$21.9K	0.01%	542
2025 Q2	$248K	Buy	+9,940	New	+$249K	0.01%	545
2025 Q1	–	Sell	-39,734	Closed	-$1.02M	–	619
2024 Q4	$1.02M	Buy	+39,734	New	+$1.03M	0.04%	219
2024 Q2	–	Hold	0	–	–	–	514
2023 Q4	–	Hold	0	–	–	–	158

Other funds holding SCMB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SageView Advisory Group's SCMB Position: Q2 2026 in Review

SageView Advisory Group increased its Schwab Municipal Bond ETF (SCMB) stake by 12% in Q2 2026, buying an estimated $42K and bringing the position to 15,035 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #417.

SageView Advisory Group first reported a position in SCMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2024. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

SageView Advisory Group held 15,035 shares of Schwab Municipal Bond ETF worth $388K as of Q2 2026.
SageView Advisory Group bought 1,639 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $42K.
Schwab Municipal Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #417 holding.
SageView Advisory Group first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
SageView Advisory Group's Schwab Municipal Bond ETF position peaked at $1.02M in Q4 2024.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.