Schwab U S Broad Market ETF shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $160k | 6.2k | 25.71 |
| 2025-06-30 | $146k | 6.1k | 23.83 |
| 2025-03-31 | $95k | 4.4k | 21.53 |
| 2024-12-31 | $100k | 4.4k | 22.70 |
| 2024-09-30 | $4.7k | 71 | 66.52 |
| 2024-06-30 | $4.5k | 71 | 62.87 |
| 2024-03-31 | $4.3k | 71 | 61.06 |
| 2023-12-31 | $8.9k | 159 | 55.67 |
| 2023-09-30 | $1.3M | 27k | 49.85 |
| 2023-06-30 | $1.4M | 27k | 51.70 |
| 2023-03-31 | $1.4M | 30k | 47.85 |
| 2022-12-31 | $1.3M | 30k | 44.81 |
| 2022-06-30 | $44k | 1.0k | 44.00 |
| 2022-03-31 | $59k | 1.1k | 53.64 |
| 2021-12-31 | $57k | 500 | 114.00 |