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
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 $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

CST

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WPC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SageView Advisory Group's SCMB Position: Q4 2025 in Review

SageView Advisory Group increased its Schwab Municipal Bond ETF (SCMB) stake by 24% in Q4 2025, buying an estimated $66K and bringing the position to 13,371 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #445.

SageView Advisory Group first reported a position in SCMB in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2024. 151 funds tracked by Wall St. Rank hold SCMB as of Q4 2025.

SageView Advisory Group held 13,371 shares of Schwab Municipal Bond ETF worth $344K as of Q4 2025.
SageView Advisory Group bought 2,561 Schwab Municipal Bond ETF shares in Q4 2025, an estimated $66K.
Schwab Municipal Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #445 holding.
SageView Advisory Group first reported a position in Schwab Municipal Bond ETF in Q4 2024 and has held it in 4 quarters since.
SageView Advisory Group's Schwab Municipal Bond ETF position peaked at $1.02M in Q4 2024.
151 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.