Red Mountain Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Red Mountain Financial, LLC

$98.5 Billion
Q3 2025

A detailed history of Red Mountain Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Red Mountain Financial, LLC holds 377,049 shares of SCHD stock, worth $10 Million. This represents 10.45% of its overall portfolio holdings.

Number of Shares

377,049

Previous 377,205 0.04%

Holding current value

$10 Million

Previous $10 Billion 2.98%

% of portfolio

10.45%

Previous 11.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$26.38 - $27.95 $4,115 - $4,360	-156 Reduced 0.04%	377,049 $10.3 Billion
Q2 2025 Jul 22, 2025	BUY	$24.32 - $27.87 $6.4 Million - $7.34 Million	263,354 Added 231.31%	377,205 $10 Billion
Q2 2025 Jul 21, 2025	SELL	$24.32 - $27.87 $6.09 Million - $6.98 Million	-250,280 Reduced 68.73%	113,851 $3.02 Million
Q1 2025 Apr 28, 2025	BUY	$27.01 - $28.54 $82,326 - $86,989	3,048 Added 0.84%	364,131 $10.2 Billion
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $6.56 Million - $20.7 Million	243,665 Added 207.52%	361,083 $9.86 Billion
Q3 2024 Oct 09, 2024	BUY	$77.02 - $85.06 $274,730 - $303,409	3,567 Added 3.13%	117,418 $9.93 Billion
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $355,548 - $375,903	4,690 Added 4.3%	113,851 $8.85 Billion
Q4 2023 Mar 11, 2024	BUY	$66.9 - $76.32 $7.3 Million - $8.33 Million	109,161 New	109,161 $8.31 Billion

Others Institutions Holding SCHD

# of Institutions

2,017

Shares Held

845M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Red Mountain Financial, LLC Schwab Strategic Tr Us Dividen Transaction History