Schwab U S Small Cap ETF shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $122k | 4.4k | 27.90 |
| 2025-06-30 | $110k | 4.4k | 25.30 |
| 2025-03-31 | $102k | 4.4k | 23.43 |
| 2024-12-31 | $113k | 4.4k | 25.86 |
| 2024-09-30 | $113k | 2.2k | 51.50 |
| 2024-06-30 | $104k | 2.2k | 47.45 |
| 2024-03-31 | $107k | 2.2k | 49.24 |
| 2023-12-31 | $2.3k | 48 | 47.25 |
| 2023-09-30 | $2.0k | 48 | 41.42 |
| 2023-06-30 | $2.1k | 48 | 43.79 |
| 2022-06-30 | $3.0k | 78 | 38.46 |
| 2022-03-31 | $4.0k | 78 | 51.28 |
| 2021-12-31 | $4.0k | 39 | 102.56 |