Sage View Advisory Group, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 10,810 shares of SCMB stock, worth $0. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,810
Previous 9,940
8.75%
Holding current value
$0
Previous $248 Million
11.67%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCMB
# of Institutions
133Shares Held
73.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA59.8MShares$00.0% of portfolio
-
Jones Financial Companies Lllp1.77MShares$00.0% of portfolio
-
Avidian Wealth Solutions, LLC1.55MShares$00.0% of portfolio
-
Jpmorgan Chase & CO New York, NY902KShares$00.0% of portfolio
-
Charles Schwab Trust CO802KShares$00.0% of portfolio