Sage Mountain Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.41M	Hold	249,841	–	–	0.45%	33
2025 Q4	$6.72M	Hold	249,841	–	–	0.36%	42
2025 Q3	$6.58M	Hold	249,841	–	–	0.38%	38
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 +1	+0%	+$23	0.42%	34
2024 Q3	$5.65M	Buy	249,840 +747	+0.3%	+$16.3K	0.48%	30
2024 Q2	$5.33M	Hold	249,093	–	–	0.49%	27
2024 Q1	$5.15M	Buy	249,093 +561	+0.2%	+$11K	0.54%	25
2023 Q4	$4.67M	Hold	248,532	–	–	0.54%	26
2023 Q3	$4.19M	Buy	248,532 +885	+0.4%	+$15.5K	0.58%	27
2023 Q2	$4.32M	Buy	247,647 +15,834	+7%	+$261K	0.62%	27
2023 Q1	$3.74M	Buy	231,813 +888	+0.4%	+$14K	0.6%	25
2022 Q4	$3.48M	Buy	230,925 +1,026	+0.4%	+$15.5K	0.79%	20
2022 Q3	$3.25M	Buy	229,899 +993	+0.4%	+$15.6K	0.86%	18
2022 Q2	$3.41M	Hold	228,906	–	–	0.6%	21
2022 Q1	$4.11M	Sell	228,906 -6,444	-3%	-$114K	0.64%	16
2021 Q4	$4.46M	Buy	+235,350	New	+$4.35M	0.54%	20

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Sage Mountain Advisors's SCHX Position: Q1 2026 in Review

Sage Mountain Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 249,841 shares worth $6.41M. The position accounts for 0.45% of the portfolio, ranked #33.

Sage Mountain Advisors first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.72M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Sage Mountain Advisors held 249,841 shares of Schwab US Large- Cap ETF worth $6.41M as of Q1 2026.
Sage Mountain Advisors left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.45% of Sage Mountain Advisors's portfolio in Q1 2026, its #33 holding.
Sage Mountain Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
Sage Mountain Advisors's Schwab US Large- Cap ETF position peaked at $6.72M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.