Red Mountain Financial, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Red Mountain Financial, LLC holds 9,378 shares of SCHB stock, worth $241,295. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,378
Previous 8,454
10.93%
Holding current value
$241,295
Previous $201 Million
19.68%
% of portfolio
0.24%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares Held
564MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio