Red Mountain Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History
Red Mountain Financial, LLC
- $82.9 Billion
- Q2 2024
A detailed history of Red Mountain Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Red Mountain Financial, LLC holds 10,039 shares of SCHM stock, worth $793,482. This represents 0.94% of its overall portfolio holdings.
Number of Shares
10,039
Previous 10,415
3.61%
Holding current value
$793,482
Previous $784 Million
0.4%
% of portfolio
0.94%
Previous 1.21%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio