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 83,280 shares of SCHX stock, worth $1.93 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
83,280
Previous 83,031 0.3%
Holding current value
$1.93 Million
Previous $5.33 Million 5.92%
% of portfolio
0.49%
Previous 0.5%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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