Schwab U S Large Cap Growth ETF shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 86k | 31.91 |
| 2025-06-30 | $2.5M | 86k | 29.21 |
| 2025-03-31 | $2.2M | 86k | 25.04 |
| 2024-12-31 | $2.4M | 86k | 27.87 |
| 2024-09-30 | $2.2M | 22k | 104.18 |
| 2024-06-30 | $2.2M | 22k | 100.84 |
| 2024-03-31 | $2.0M | 22k | 92.72 |
| 2023-12-31 | $1.2M | 15k | 82.96 |
| 2023-09-30 | $851k | 12k | 72.72 |
| 2023-06-30 | $877k | 12k | 74.95 |
| 2022-12-31 | $42k | 760 | 55.57 |
| 2022-09-30 | $42k | 759 | 55.34 |
| 2022-06-30 | $685k | 12k | 58.03 |
| 2022-03-31 | $1.6M | 22k | 74.80 |
| 2021-12-31 | $581k | 3.5k | 163.85 |
Top funds holding Schwab U S Large Cap Growth ETF
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