Red Mountain Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Red Mountain Financial, LLC
- $94 Billion
- Q3 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 117,418 shares of SCHD stock, worth $3.2 Million. This represents 10.55% of its overall portfolio holdings.
Number of Shares
117,418
Previous 113,851
3.13%
Holding current value
$3.2 Million
Previous $8.85 Billion
12.11%
% of portfolio
10.55%
Previous 10.67%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio