Schwab Strategic Tr cmn shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $572k | 19k | 30.50 |
| 2025-12-31 | $554k | 19k | 29.61 |
| 2025-09-30 | $542k | 19k | 29.11 |
| 2025-06-30 | $515k | 19k | 27.67 |
| 2025-03-31 | $495k | 19k | 26.58 |
| 2024-12-31 | $488k | 19k | 26.07 |
| 2024-09-30 | $502k | 6.2k | 80.37 |
| 2024-06-30 | $462k | 6.2k | 74.08 |
| 2024-03-31 | $474k | 6.2k | 75.98 |
| 2023-12-31 | $73k | 1.0k | 70.10 |
| 2023-09-30 | $67k | 1.0k | 64.46 |
| 2023-06-30 | $69k | 1.0k | 67.09 |
| 2023-03-31 | $2.3k | 35 | 65.57 |
| 2022-06-30 | $298k | 4.8k | 62.49 |
| 2022-03-31 | $620k | 8.7k | 71.34 |
| 2021-12-31 | $686k | 9.4k | 73.22 |