Red Mountain Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Red Mountain Financial, LLC
- $93 Billion
- Q4 2024
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 361,083 shares of SCHD stock, worth $10.3 Million. This represents 10.61% of its overall portfolio holdings.
Number of Shares
361,083
Previous 117,418
207.52%
Holding current value
$10.3 Million
Previous $9.93 Billion
0.61%
% of portfolio
10.61%
Previous 10.55%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio