Red Mountain Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Red Mountain Financial, LLC

$69.4 Million
Q2 2025

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 $3.02 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares

113,851

Previous 364,131 68.73%

Holding current value

$3.02 Million

Previous $10.2 Billion 99.97%

% of portfolio

4.35%

Previous 12.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$24.32 - $27.87 $6.4 Million - $7.34 Million	263,354 Added 231.31%	377,205 $10 Billion
Q2 2025 Jul 21, 2025	SELL	$24.32 - $27.87 $6.09 Million - $6.98 Million	-250,280 Reduced 68.73%	113,851 $3.02 Million
Q1 2025 Apr 28, 2025	BUY	$27.01 - $28.54 $82,326 - $86,989	3,048 Added 0.84%	364,131 $10.2 Billion
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $6.56 Million - $20.7 Million	243,665 Added 207.52%	361,083 $9.86 Billion
Q3 2024 Oct 09, 2024	BUY	$77.02 - $85.06 $274,730 - $303,409	3,567 Added 3.13%	117,418 $9.93 Billion
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $355,548 - $375,903	4,690 Added 4.3%	113,851 $8.85 Billion
Q4 2023 Mar 11, 2024	BUY	$66.9 - $76.32 $7.3 Million - $8.33 Million	109,161 New	109,161 $8.31 Billion

Others Institutions Holding SCHD

# of Institutions

2,014

Shares Held

885M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Red Mountain Financial, LLC Schwab Strategic Tr Us Dividen Transaction History