Red Mountain Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Red Mountain Financial, LLC

  • $82 Billion
  • Q1 2025

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 26,952 shares of SCHM stock, worth $688,893. This represents 0.86% of its overall portfolio holdings.

Number of Shares
26,952
Previous 27,206 0.93%
Holding current value
$688,893
Previous $754 Million 6.33%
% of portfolio
0.86%
Previous 0.81%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$25.58 - $29.24 $6,497 - $7,426
-254 Reduced 0.93%
26,952 $706 Million
Q4 2024

Feb 12, 2025
BUY
$27.54 - $83.04 $472,696 - $1.43 Million
17,164 Added 170.92%
27,206 $754 Million
Q3 2024

Oct 09, 2024
BUY
$75.47 - $83.18 $226 - $249
3 Added 0.03%
10,042 $834 Million
Q2 2024

Aug 13, 2024
SELL
$75.69 - $81.19 $28,459 - $30,527
-376 Reduced 3.61%
10,039 $781 Million
Q4 2023

Mar 11, 2024
BUY
$63.01 - $75.95 $656,249 - $791,019
10,415 New
10,415 $784 Million

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
284M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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