SMA
Sage Mountain Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
4,364
| – | – | 0.01% | 434 |
|
|
2025
Q1 | $102K | Hold |
4,364
| – | – | 0.01% | 413 |
|
|
2024
Q4 | $113K | Buy |
4,364
+2,170
| +99% | +$56.1K | 0.01% | 405 |
|
|
2024
Q3 | $113K | Buy |
2,194
+12
| +0.5% | +$618 | 0.01% | 415 |
|
|
2024
Q2 | $104K | Hold |
2,182
| – | – | 0.01% | 369 |
|
|
2024
Q1 | $107K | Buy |
2,182
+2,134
| +4,446% | +$105K | 0.01% | 344 |
|
|
2023
Q4 | $2.27K | Hold |
48
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $1.99K | Hold |
48
| – | – | ﹤0.01% | 353 |
|
|
2023
Q2 | $2.1K | Buy |
+48
| New | +$2.1K | ﹤0.01% | 344 |
|
|
2022
Q1 | – | Sell |
-39
| Closed | -$4K | – | 686 |
|
|
2021
Q4 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 679 |
|