Sage Mountain Advisors LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 71 shares of SCHB stock, worth $1,651. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 71 -0.0%

Holding current value

$1,651

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.

Account

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