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 $292,623. This represents 0.89% of its overall portfolio holdings.
Number of Shares
10,042
Previous 10,039
0.03%
Holding current value
$292,623
Previous $781 Million
6.79%
% of portfolio
0.89%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
955Shares Held
131MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$756 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$286 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$209 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio