Sage Mountain Advisors LLC Schwab Strategic Tr Us Small C Transaction History
Sage Mountain Advisors LLC
- $1.16 Billion
- Q3 2024
A detailed history of Sage Mountain Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 2,194 shares of SCHA stock, worth $60,620. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,194
Previous 2,182
0.55%
Holding current value
$60,620
Previous $103,000
8.74%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,136Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$611 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$340 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$291 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$203 Million0.51% of portfolio