Sage Mountain Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Sage Mountain Advisors LLC

  • $1.7 Billion
  • Q3 2025

A detailed history of Sage Mountain Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 660 shares of SCHD stock, worth $17,978. This represents 0.0% of its overall portfolio holdings.

Number of Shares
660
Previous 660 -0.0%
Holding current value
$17,978
Previous $17,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$26.93 - $84.95 $11,849 - $37,378
440 Added 200.0%
660 $18,000
Q2 2024

Jul 31, 2024
SELL
$75.81 - $80.15 $1.07 Million - $1.13 Million
-14,131 Reduced 98.47%
220 $17,000
Q1 2024

Apr 23, 2024
BUY
$75.25 - $80.63 $1.06 Million - $1.14 Million
14,131 Added 6423.18%
14,351 $1.16 Million
Q4 2023

Feb 01, 2024
SELL
$66.9 - $76.32 $17,059 - $19,461
-255 Reduced 53.68%
220 $16,000
Q1 2023

Apr 25, 2023
BUY
$70.28 - $78.03 $14,407 - $15,996
205 Added 75.93%
475 $34,000
Q4 2022

Feb 01, 2023
BUY
$67.16 - $79.06 $18,133 - $21,346
270 New
270 $20,000

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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