Sage Mountain Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Sage Mountain Advisors LLC

$1.33 Billion
Q1 2025

A detailed history of Sage Mountain Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 4,425 shares of SCHB stock, worth $100,580. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,425

Previous 4,425 -0.0%

Holding current value

$100,580

Previous $100,000 5.0%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.01 - $66.82 $95,831 - $290,934	4,354 Added 6132.39%	4,425 $100,000
Q1 2024 Apr 23, 2024	SELL	$54.61 - $61.05 $4,805 - $5,372	-88 Reduced 55.35%	71 $4,000
Q4 2023 Feb 01, 2024	SELL	$47.61 - $55.91 $1.26 Million - $1.48 Million	-26,413 Reduced 99.4%	159 $8,000
Q2 2023 Jul 24, 2023	SELL	$47.08 - $51.7 $155,364 - $170,610	-3,300 Reduced 11.05%	26,572 $1.37 Million
Q1 2023 Apr 25, 2023	BUY	$44.47 - $49.23 $7,070 - $7,827	159 Added 0.54%	29,872 $1.43 Million
Q4 2022 Feb 01, 2023	BUY	$41.94 - $47.81 $1.25 Million - $1.42 Million	29,713 New	29,713 $1.33 Million
Q2 2022 Aug 01, 2022	SELL	$42.93 - $53.98 $4,293 - $5,398	-100 Reduced 9.09%	1,000 $44,000
Q1 2022 May 10, 2022	BUY	$49.15 - $56.85 $29,490 - $34,110	600 Added 120.0%	1,100 $59,000
Q4 2021 Feb 02, 2022	BUY	$51.87 - $56.86 $25,935 - $28,430	500 New	500 $57,000

Others Institutions Holding SCHB

# of Institutions

1,291

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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Sage Mountain Advisors LLC Schwab Strategic Tr Us Broad M Transaction History