Sage Mountain Advisors’s Charles Schwab SCHW Stock Holding History

Sage Mountain Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$908K	Buy
2025 Q1	$662K	Buy
2024 Q4	$552K	Buy
2024 Q3	$463K	Buy
2024 Q2	$470K	Buy
2024 Q1	$376K	Buy
2023 Q4	$332K	Buy
2023 Q3	$204K	Buy