SMA
Sage Mountain Advisors’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Hold |
28,000
| – | – | 0.04% | 207 |
|
|
2025
Q1 | $554K | Hold |
28,000
| – | – | 0.04% | 207 |
|
|
2024
Q4 | $518K | Buy |
28,000
+14,000
| +100% | +$259K | 0.04% | 205 |
|
|
2024
Q3 | $576K | Hold |
14,000
| – | – | 0.05% | 177 |
|
|
2024
Q2 | $538K | Hold |
14,000
| – | – | 0.05% | 169 |
|
|
2024
Q1 | $546K | Sell |
14,000
-773
| -5% | -$30.2K | 0.06% | 145 |
|
|
2023
Q4 | $546K | Buy |
14,773
+656
| +5% | +$24.2K | 0.06% | 122 |
|
|
2023
Q3 | $479K | Hold |
14,117
| – | – | 0.07% | 117 |
|
|
2023
Q2 | $503K | Buy |
14,117
+14,038
| +17,770% | +$500K | 0.07% | 112 |
|
|
2023
Q1 | $2.75K | Hold |
79
| – | – | ﹤0.01% | 326 |
|
|
2022
Q4 | $2.55K | Buy |
+79
| New | +$2.55K | ﹤0.01% | 282 |
|
|
2022
Q1 | – | Sell |
-17,446
| Closed | -$678K | – | 689 |
|
|
2021
Q4 | $678K | Buy |
+17,446
| New | +$678K | 0.08% | 234 |
|