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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$110K Hold
2025
Q1
$102K Hold
2024
Q4
$113K Sell
2024
Q3
$113K Buy
2024
Q2
$104K Hold
2024
Q1
$107K Buy
2023
Q4
$2.27K Hold
2023
Q3
$1.99K Hold
2023
Q2
$2.1K Buy
2022
Q1
Sell
2021
Q4
$4K Buy