Red Mountain Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Red Mountain Financial, LLC
- $94 Billion
- Q3 2024
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 117,418 shares of SCHD stock, worth $3.29 Million. This represents 10.55% of its overall portfolio holdings.
Number of Shares
117,418
Previous 113,851
3.13%
Holding current value
$3.29 Million
Previous $8.85 Billion
12.11%
% of portfolio
10.55%
Previous 10.67%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio