SMA
Sage Mountain Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Hold |
249,841
| – | – | 0.4% | 37 |
|
|
2025
Q1 | $5.52M | Hold |
249,841
| – | – | 0.41% | 35 |
|
|
2024
Q4 | $5.79M | Buy |
249,841
+166,561
| +200% | +$3.86M | 0.42% | 34 |
|
|
2024
Q3 | $5.65M | Buy |
83,280
+249
| +0.3% | +$16.9K | 0.48% | 30 |
|
|
2024
Q2 | $5.33M | Hold |
83,031
| – | – | 0.49% | 27 |
|
|
2024
Q1 | $5.15M | Buy |
83,031
+187
| +0.2% | +$11.6K | 0.54% | 25 |
|
|
2023
Q4 | $4.67M | Hold |
82,844
| – | – | 0.54% | 26 |
|
|
2023
Q3 | $4.19M | Buy |
82,844
+295
| +0.4% | +$14.9K | 0.58% | 27 |
|
|
2023
Q2 | $4.32M | Buy |
82,549
+5,278
| +7% | +$276K | 0.62% | 27 |
|
|
2023
Q1 | $3.74M | Buy |
77,271
+296
| +0.4% | +$14.3K | 0.6% | 25 |
|
|
2022
Q4 | $3.48M | Buy |
76,975
+342
| +0.4% | +$15.4K | 0.79% | 20 |
|
|
2022
Q3 | $3.25M | Buy |
76,633
+331
| +0.4% | +$14K | 0.86% | 18 |
|
|
2022
Q2 | $3.41M | Hold |
76,302
| – | – | 0.6% | 21 |
|
|
2022
Q1 | $4.11M | Buy |
76,302
+37,077
| +95% | +$2M | 0.64% | 16 |
|
|
2021
Q4 | $4.47M | Buy |
+39,225
| New | +$4.47M | 0.54% | 19 |
|