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

Sage Mountain Advisors LLC

$1.33 Billion
Q1 2025

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 249,841 shares of SCHX stock, worth $6.31 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

249,841

Previous 249,841 -0.0%

Holding current value

$6.31 Million

Previous $5.79 Million 4.75%

% of portfolio

0.41%

Previous 0.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $3.73 Million - $11.4 Million	166,561 Added 200.0%	249,841 $5.79 Million
Q3 2024 Oct 29, 2024	BUY	$61.11 - $67.85 $15,216 - $16,894	249 Added 0.3%	83,280 $5.65 Million
Q1 2024 Apr 23, 2024	BUY	$55.41 - $62.08 $10,361 - $11,608	187 Added 0.23%	83,031 $5.15 Million
Q3 2023 Oct 25, 2023	BUY	$50.36 - $54.21 $14,856 - $15,991	295 Added 0.36%	82,844 $4.19 Million
Q2 2023 Jul 24, 2023	BUY	$47.67 - $52.37 $251,602 - $276,408	5,278 Added 6.83%	82,549 $4.32 Million
Q1 2023 Apr 25, 2023	BUY	$44.78 - $49.41 $13,254 - $14,625	296 Added 0.38%	77,271 $3.74 Million
Q4 2022 Feb 01, 2023	BUY	$42.25 - $48.16 $14,449 - $16,470	342 Added 0.45%	76,975 $3.48 Million
Q3 2022 Oct 31, 2022	BUY	$42.35 - $51.01 $14,017 - $16,884	331 Added 0.43%	76,633 $3.25 Million
Q2 2022 Aug 25, 2022	SELL	$43.35 - $54.51 $556,093 - $699,254	-12,828 Reduced 14.39%	76,302 $3.41 Million
Q2 2022 Aug 01, 2022	BUY	$43.35 - $54.51 $556,093 - $699,254	12,828 Added 16.81%	89,130 $3.98 Million
Q1 2022 Aug 25, 2022	SELL	$49.51 - $57.27 $635,114 - $734,659	-12,828 Reduced 14.39%	76,302 $4.11 Million
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $2.47 Million - $2.86 Million	49,905 Added 127.23%	89,130 $4.8 Million
Q4 2021 Feb 02, 2022	BUY	$51.9 - $57.29 $2.04 Million - $2.25 Million	39,225 New	39,225 $4.47 Million

Others Institutions Holding SCHX

# of Institutions

1,532

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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