Red Mountain Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History
Red Mountain Financial, LLC
- $94 Billion
- Q3 2024
A detailed history of Red Mountain Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Red Mountain Financial, LLC holds 10,042 shares of SCHM stock, worth $291,519. This represents 0.89% of its overall portfolio holdings.
Number of Shares
10,042
Previous 10,039
0.03%
Holding current value
$291,519
Previous $781 Million
6.79%
% of portfolio
0.89%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio