Red Mountain Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Red Mountain Financial, LLC
- $82.9 Billion
- Q2 2024
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 113,851 shares of SCHD stock, worth $9.42 Million. This represents 10.67% of its overall portfolio holdings.
Number of Shares
113,851
Previous 109,161
4.3%
Holding current value
$9.42 Million
Previous $8.31 Billion
6.53%
% of portfolio
10.67%
Previous 12.84%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio