Sage Mountain Advisors LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 71 shares of SCHB stock, worth $1,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 71 -0.0%

Holding current value

$1,652

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$54.61 - $61.05 $4,805 - $5,372	-88 Reduced 55.35%	71 $4,000
Q4 2023 Feb 01, 2024	SELL	$47.61 - $55.91 $1.26 Million - $1.48 Million	-26,413 Reduced 99.4%	159 $8,000
Q2 2023 Jul 24, 2023	SELL	$47.08 - $51.7 $155,364 - $170,610	-3,300 Reduced 11.05%	26,572 $1.37 Million
Q1 2023 Apr 25, 2023	BUY	$44.47 - $49.23 $7,070 - $7,827	159 Added 0.54%	29,872 $1.43 Million
Q4 2022 Feb 01, 2023	BUY	$41.94 - $47.81 $1.25 Million - $1.42 Million	29,713 New	29,713 $1.33 Million
Q2 2022 Aug 01, 2022	SELL	$42.93 - $53.98 $4,293 - $5,398	-100 Reduced 9.09%	1,000 $44,000
Q1 2022 May 10, 2022	BUY	$49.15 - $56.85 $29,490 - $34,110	600 Added 120.0%	1,100 $59,000
Q4 2021 Feb 02, 2022	BUY	$51.87 - $56.86 $25,935 - $28,430	500 New	500 $57,000

Others Institutions Holding SCHB

# of Institutions

1,183

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Sage Mountain Advisors LLC Schwab Strategic Tr Us Broad M Transaction History