Red Mountain Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History
Red Mountain Financial, LLC
- $93 Billion
- Q4 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 27,206 shares of SCHM stock, worth $720,959. This represents 0.81% of its overall portfolio holdings.
Number of Shares
27,206
Previous 10,042
170.92%
Holding current value
$720,959
Previous $834 Million
9.65%
% of portfolio
0.81%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio