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Sage Mountain Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Sage Mountain Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$199K Hold
6,868
– – 0.01% 223
2026
Q1 		$172K Buy
6,868
+594
+9% +$15.6K 0.01% 206
2025
Q4 		$165K Buy
6,274
+67
+1% +$1.74K 0.01% 485
2025
Q3 		$160K Buy
6,207
+80
+1% +$1.98K 0.01% 474
2025
Q2 		$146K Buy
6,127
+1,702
+38% +$37.5K 0.01% 423
2025
Q1 		$95.3K Hold
4,425
– – 0.01% 418
2024
Q4 		$100K Buy
4,425
+4,212
+1,977% +$96.2K 0.01% 412
2024
Q3 		$4.72K Hold
213
– – ﹤0.01% 479
2024
Q2 		$4.46K Hold
213
– – ﹤0.01% 418
2024
Q1 		$4.33K Sell
213
-264
-55% -$5.11K ﹤0.01% 400
2023
Q4 		$8.85K Sell
477
-79,239
-99% -$1.37M ﹤0.01% 336
2023
Q3 		$1.32M Hold
79,716
– – 0.18% 61
2023
Q2 		$1.37M Sell
79,716
-9,900
-11% -$161K 0.2% 60
2023
Q1 		$1.43M Buy
89,616
+477
+0.5% +$7.46K 0.23% 53
2022
Q4 		$1.33M Buy
+89,139
New +$1.34M 0.3% 33
2022
Q1 		– Sell
-3,000
Closed -$57K – 688
2021
Q4 		$57K Buy
+3,000
New +$55.2K 0.01% 614

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Sage Mountain Advisors's SCHB Position: Q2 2026 in Review

Sage Mountain Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 6,868 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #223.

Sage Mountain Advisors first reported a position in SCHB in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.43M in Q1 2023. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sage Mountain Advisors held 6,868 shares of Schwab US Broad Market ETF worth $199K as of Q2 2026.
  • Sage Mountain Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #223 holding.
  • Sage Mountain Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 16 quarters since.
  • Sage Mountain Advisors's Schwab US Broad Market ETF position peaked at $1.43M in Q1 2023.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.