SMA
Sage Mountain Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Buy |
6,127
+1,702
| +38% | +$40.6K | 0.01% | 423 |
|
|
2025
Q1 | $95.3K | Hold |
4,425
| – | – | 0.01% | 418 |
|
|
2024
Q4 | $100K | Buy |
4,425
+4,354
| +6,132% | +$98.8K | 0.01% | 412 |
|
|
2024
Q3 | $4.72K | Hold |
71
| – | – | ﹤0.01% | 479 |
|
|
2024
Q2 | $4.46K | Hold |
71
| – | – | ﹤0.01% | 418 |
|
|
2024
Q1 | $4.34K | Sell |
71
-88
| -55% | -$5.37K | ﹤0.01% | 400 |
|
|
2023
Q4 | $8.85K | Sell |
159
-26,413
| -99% | -$1.47M | ﹤0.01% | 336 |
|
|
2023
Q3 | $1.32M | Hold |
26,572
| – | – | 0.18% | 61 |
|
|
2023
Q2 | $1.37M | Sell |
26,572
-3,300
| -11% | -$171K | 0.2% | 60 |
|
|
2023
Q1 | $1.43M | Buy |
29,872
+159
| +0.5% | +$7.61K | 0.23% | 53 |
|
|
2022
Q4 | $1.33M | Buy |
+29,713
| New | +$1.33M | 0.3% | 33 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$57K | – | 687 |
|
|
2021
Q4 | $57K | Buy |
+500
| New | +$57K | 0.01% | 612 |
|