Schwab Strategic Tr us lrg cap etf shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.8M | 250k | 23.18 |
| 2024-09-30 | $5.7M | 83k | 67.85 |
| 2024-06-30 | $5.3M | 83k | 64.25 |
| 2024-03-31 | $5.2M | 83k | 62.06 |
| 2023-12-31 | $4.7M | 83k | 56.40 |
| 2023-09-30 | $4.2M | 83k | 50.60 |
| 2023-06-30 | $4.3M | 83k | 52.37 |
| 2023-03-31 | $3.7M | 77k | 48.37 |
| 2022-12-31 | $3.5M | 77k | 45.15 |
| 2022-09-30 | $3.2M | 77k | 42.34 |
| 2022-06-30 | $3.4M | 76k | 44.66 |
| 2022-03-31 | $4.1M | 76k | 53.85 |
| 2021-12-31 | $4.5M | 39k | 113.83 |
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