Schwab Strategic Tr cmn shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by Sage Mountain Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $474k | 6.2k | 75.98 |
2023-12-31 | $73k | 1.0k | 70.10 |
2023-09-30 | $67k | 1.0k | 64.46 |
2023-06-30 | $69k | 1.0k | 67.09 |
2023-03-31 | $2.3k | 35 | 65.57 |
2022-06-30 | $298k | 4.8k | 62.49 |
2022-03-31 | $620k | 8.7k | 71.34 |
2021-12-31 | $686k | 9.4k | 73.22 |