Sage Mountain Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Buy |
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2025
Q1 | $95.3K | Hold |
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|
2024
Q4 | $100K | Buy |
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|
2024
Q3 | $4.72K | Hold |
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|
2024
Q2 | $4.46K | Hold |
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|
2024
Q1 | $4.33K | Sell |
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|
2023
Q4 | $8.85K | Sell |
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|
2023
Q3 | $1.32M | Hold |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $57K | Buy |
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