Sage Mountain Advisors LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 21,511 shares of SCHG stock, worth $608,976. This represents 0.19% of its overall portfolio holdings.

Number of Shares
21,511
Previous 21,511 -0.0%
Holding current value
$608,976
Previous $2.17 Million 3.32%
% of portfolio
0.19%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$87.04 - $101.61 $6,092 - $7,112
-70 Reduced 0.32%
21,511 $2.17 Million
Q1 2024

Apr 23, 2024
BUY
$80.6 - $93.32 $574,758 - $665,464
7,131 Added 49.35%
21,581 $2 Million
Q4 2023

Feb 01, 2024
BUY
$70.08 - $83.37 $192,720 - $229,267
2,750 Added 23.5%
14,450 $1.2 Million
Q2 2023

Jul 24, 2023
BUY
$63.6 - $74.95 $744,120 - $876,915
11,700 New
11,700 $876,000
Q4 2022

Feb 01, 2023
BUY
$54.31 - $60.76 $54 - $60
1 Added 0.13%
760 $42,000
Q3 2022

Oct 31, 2022
BUY
$55.81 - $69.25 $55 - $69
1 Added 0.13%
759 $42,000
Q2 2022

Aug 25, 2022
SELL
$55.73 - $76.55 $615,593 - $845,571
-11,046 Reduced 93.58%
758 $44,000
Q2 2022

Aug 01, 2022
BUY
$55.73 - $76.55 $615,593 - $845,571
11,046 Added 1457.26%
11,804 $685,000
Q1 2022

Aug 25, 2022
SELL
$65.63 - $82.62 $1.37 Million - $1.73 Million
-20,926 Reduced 96.5%
758 $57,000
Q1 2022

May 10, 2022
BUY
$65.63 - $82.62 $1.19 Million - $1.5 Million
18,138 Added 511.51%
21,684 $1.62 Million
Q4 2021

Feb 02, 2022
BUY
$73.11 - $83.4 $259,248 - $295,736
3,546 New
3,546 $581,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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