Sage Mountain Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Sage Mountain Advisors LLC

  • $1.35 Billion
  • Q4 2024

A detailed history of Sage Mountain Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 393 shares of SCHM stock, worth $10,960. This represents 0.0% of its overall portfolio holdings.

Number of Shares
393
Holding current value
$10,960
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $10,823 - $32,634
393 New
393 $10,000
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
1,010
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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