Sage Mountain Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Hold |
|
|||||
|
2025
Q1 | $5.52M | Hold |
|
|||||
|
2024
Q4 | $5.79M | Buy |
|
|||||
|
2024
Q3 | $5.65M | Buy |
|
|||||
|
2024
Q2 | $5.33M | Hold |
|
|||||
|
2024
Q1 | $5.15M | Buy |
|
|||||
|
2023
Q4 | $4.67M | Hold |
|
|||||
|
2023
Q3 | $4.19M | Buy |
|
|||||
|
2023
Q2 | $4.32M | Buy |
|
|||||
|
2023
Q1 | $3.74M | Buy |
|
|||||
|
2022
Q4 | $3.48M | Buy |
|
|||||
|
2022
Q3 | $3.25M | Buy |
|
|||||
|
2022
Q2 | $3.41M | Hold |
|
|||||
|
2022
Q1 | $4.11M | Sell |
|
|||||
|
2021
Q4 | $4.46M | Buy |
|