Sage Mountain Advisors LLC Schwab Strategic U.S. Mid Cap 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 2022 May 10, 2022	BUY	$70.66 - $80.89 $21,692 - $24,833	307 Added 157.44%	502 $38,000
Q4 2021 Feb 02, 2022	BUY	$76.01 - $83.39 $14,821 - $16,261	195 New	195 $16,000

Others Institutions Holding SCHM

# of Institutions

929

Shares Held

95.8M

Call Options Held

6.2K

Put Options Held

3K

Financial Engines Advisors L.L.C. Santa Clara, CA

21.2M
Shares

$616 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$285 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.2 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.3 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$64.8 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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