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 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

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Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return