Sage Mountain Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

Sage Mountain Advisors LLC

$1.16 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$23.47 - $25.45 $35,557 - $38,556	1,515 New	1,515 $38,000
Q4 2021 Feb 02, 2022	BUY	$28.68 - $31.96 $11,472 - $12,784	400 New	400 $12,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$571 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$517 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$210 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$103 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$76.5 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

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.