Schwab Strategic Tr 0 shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $18k | 686 | 26.61 |
| 2025-12-31 | $18k | 686 | 26.49 |
| 2025-09-30 | $19k | 686 | 26.95 |
| 2025-06-30 | $18k | 686 | 26.68 |
| 2025-03-31 | $18k | 686 | 26.89 |
| 2024-12-31 | $18k | 686 | 25.83 |
| 2024-09-30 | $19k | 360 | 53.63 |
| 2024-06-30 | $2.2k | 42 | 52.00 |
| 2023-12-31 | $469 | 9 | 52.22 |
| 2023-09-30 | $453 | 9 | 50.44 |
| 2023-06-30 | $471 | 9 | 52.44 |
| 2022-12-31 | $8.3k | 160 | 51.79 |