Red Mountain Financial, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Red Mountain Financial, LLC holds 377,049 shares of SCHD stock, worth $10.3 Million. This represents 10.45% of its overall portfolio holdings.

Number of Shares
377,049
Previous 377,205 0.04%
Holding current value
$10.3 Million
Previous $10 Billion 2.98%
% of portfolio
10.45%
Previous 11.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$26.38 - $27.95 $4,115 - $4,360
-156 Reduced 0.04%
377,049 $10.3 Billion
Q2 2025

Jul 22, 2025
BUY
$24.32 - $27.87 $6.4 Million - $7.34 Million
263,354 Added 231.31%
377,205 $10 Billion
Q2 2025

Jul 21, 2025
SELL
$24.32 - $27.87 $6.09 Million - $6.98 Million
-250,280 Reduced 68.73%
113,851 $3.02 Million
Q1 2025

Apr 28, 2025
BUY
$27.01 - $28.54 $82,326 - $86,989
3,048 Added 0.84%
364,131 $10.2 Billion
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $6.56 Million - $20.7 Million
243,665 Added 207.52%
361,083 $9.86 Billion
Q3 2024

Oct 09, 2024
BUY
$77.02 - $85.06 $274,730 - $303,409
3,567 Added 3.13%
117,418 $9.93 Billion
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $355,548 - $375,903
4,690 Added 4.3%
113,851 $8.85 Billion
Q4 2023

Mar 11, 2024
BUY
$66.9 - $76.32 $7.3 Million - $8.33 Million
109,161 New
109,161 $8.31 Billion

Others Institutions Holding SCHD

# of Institutions
2,056
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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