Sage Mountain Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sage Mountain Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$128K	Buy	4,389 +6	+0.1%	+$180	0.01%	218
2025 Q4	$125K	Buy	4,383 +19	+0.4%	+$537	0.01%	501
2025 Q3	$122K	Hold	4,364	–	–	0.01%	486
2025 Q2	$110K	Hold	4,364	–	–	0.01%	434
2025 Q1	$102K	Hold	4,364	–	–	0.01%	413
2024 Q4	$113K	Sell	4,364 -24	-0.5%	-$639	0.01%	405
2024 Q3	$113K	Buy	4,388 +24	+0.5%	+$596	0.01%	415
2024 Q2	$104K	Hold	4,364	–	–	0.01%	369
2024 Q1	$107K	Buy	4,364 +4,268	+4,446%	+$100K	0.01%	344
2023 Q4	$2.27K	Hold	96	–	–	﹤0.01%	347
2023 Q3	$1.99K	Hold	96	–	–	﹤0.01%	353
2023 Q2	$2.1K	Buy	+96	New	+$2K	﹤0.01%	344
2022 Q1	–	Sell	-156	Closed	-$4K	–	687
2021 Q4	$4K	Buy	+156	New	+$4.04K	﹤0.01%	681

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sage Mountain Advisors's SCHA Position: Q1 2026 in Review

Sage Mountain Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.14% in Q1 2026, buying an estimated $180 and bringing the position to 4,389 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #218.

Sage Mountain Advisors first reported a position in SCHA in Q4 2021 and has held it in 13 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Sage Mountain Advisors held 4,389 shares of Schwab U.S Small- Cap ETF worth $128K as of Q1 2026.
Sage Mountain Advisors bought 6 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $180.
Schwab U.S Small- Cap ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #218 holding.
Sage Mountain Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 13 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.