SageView Advisory Group, LLC
Position in SCMB — Schwab Municipal Bond ETF
CIK 1914558
NEWPORT BEACH, CA
All Filings in SCMB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 SCMB | $344,436 | 13,371 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SCMB | $276,844 | 10,810 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 SCMB | $250,289 | 9,940 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 SCMB | $1,020,369 | 39,734 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 SCMB | — | 4,253 | Principal | Sole | 2024-08-15 | |
| 2023-12-31 SCMB | — | 34,307 | Principal | Sole | 2024-03-06 | |
| No filing history on record for this holder in this stock. | ||||||