Red Mountain Financial, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Red Mountain Financial, LLC holds 18,682 shares of SCHG stock, worth $592,966. This represents 0.61% of its overall portfolio holdings.
Number of Shares
18,682
Previous 15,224
22.71%
Holding current value
$592,966
Previous $445 Million
34.06%
% of portfolio
0.61%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,617Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.34 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio