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Schwab Strategic Tr us dividend eq shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 14k 80.63
2023-12-31 $17k 220 76.13
2023-09-30 $34k 475 70.76
2023-06-30 $35k 475 72.62
2023-03-31 $35k 475 73.16
2022-12-31 $20k 270 75.54

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Vanguard Index Fds Total Stk Mkt (VTI)
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Ishares Tr Msci Intl Qualty (IQLT)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Copart (CPRT)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)

View all positions for Sage Mountain Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq