Red Mountain Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Red Mountain Financial, LLC
- $64.7 Billion
- Q4 2023
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 109,161 shares of SCHD stock, worth $8.81 Million. This represents 12.84% of its overall portfolio holdings.
Number of Shares
109,161Holding current value
$8.81 Million% of portfolio
12.84%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$875 Million0.48% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$785 Million1.08% of portfolio
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Morgan Stanley New York, NY9.15MShares$738 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$721 Million15.07% of portfolio
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Avantax Advisory Services, Inc.7.78MShares$627 Million5.64% of portfolio