Red Mountain Financial, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Red Mountain Financial, LLC holds 9,378 shares of SCHB stock, worth $242,139. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,378
Previous 8,454
10.93%
Holding current value
$242,139
Previous $201 Million
19.68%
% of portfolio
0.24%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,376Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio