Charles Schwab Corporation shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $903k | 9.5k | 95.47 |
| 2025-06-30 | $908k | 10k | 91.24 |
| 2025-03-31 | $662k | 8.5k | 78.28 |
| 2024-12-31 | $552k | 7.5k | 74.01 |
| 2024-09-30 | $463k | 7.1k | 64.81 |
| 2024-06-30 | $470k | 6.4k | 73.68 |
| 2024-03-31 | $376k | 5.2k | 72.34 |
| 2023-12-31 | $332k | 4.8k | 68.80 |
| 2023-09-30 | $204k | 3.7k | 54.90 |