SMA
Sage Mountain Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Buy |
9,956
+1,495
| +18% | +$136K | 0.06% | 157 |
|
|
2025
Q1 | $662K | Buy |
8,461
+1,007
| +14% | +$78.8K | 0.05% | 178 |
|
|
2024
Q4 | $552K | Buy |
7,454
+311
| +4% | +$23K | 0.04% | 192 |
|
|
2024
Q3 | $463K | Buy |
7,143
+765
| +12% | +$49.6K | 0.04% | 214 |
|
|
2024
Q2 | $470K | Buy |
6,378
+1,178
| +23% | +$86.8K | 0.04% | 180 |
|
|
2024
Q1 | $376K | Buy |
5,200
+368
| +8% | +$26.6K | 0.04% | 205 |
|
|
2023
Q4 | $332K | Buy |
4,832
+1,118
| +30% | +$76.9K | 0.04% | 186 |
|
|
2023
Q3 | $204K | Buy |
+3,714
| New | +$204K | 0.03% | 250 |
|