Sage Mountain Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Sage Mountain Advisors LLC

  • $1.07 Billion
  • Q2 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 6,241 shares of SCHV stock, worth $500,653. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,241
Previous 6,241 -0.0%
Holding current value
$500,653
Previous $474,000 2.53%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$68.82 - $75.98 $358,276 - $395,551
5,206 Added 503.0%
6,241 $474,000
Q2 2023

Jul 24, 2023
BUY
$63.33 - $67.21 $63,330 - $67,210
1,000 Added 2857.14%
1,035 $69,000
Q1 2023

Apr 25, 2023
BUY
$62.59 - $69.3 $2,190 - $2,425
35 New
35 $2,000
Q2 2022

Aug 01, 2022
SELL
$60.93 - $72.3 $238,967 - $283,560
-3,922 Reduced 45.13%
4,769 $298,000
Q1 2022

May 10, 2022
SELL
$67.71 - $74.19 $45,907 - $50,300
-678 Reduced 7.24%
8,691 $620,000
Q4 2021

Feb 02, 2022
BUY
$67.9 - $73.3 $636,155 - $686,747
9,369 New
9,369 $686,000

Others Institutions Holding SCHV

# of Institutions
804
Shares Held
105M
Call Options Held
3.2K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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