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

Red Mountain Financial, LLC

$98.5 Billion
Q3 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 26,566 shares of SCHM stock, worth $774,664. This represents 0.8% of its overall portfolio holdings.

Number of Shares

26,566

Previous 26,817 0.94%

Holding current value

$774,664

Previous $752 Million 4.68%

% of portfolio

0.8%

Previous 0.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$28.15 - $30.13 $7,065 - $7,562	-251 Reduced 0.94%	26,566 $787 Million
Q2 2025 Jul 22, 2025	BUY	$22.92 - $28.05 $384,551 - $470,622	16,778 Added 167.13%	26,817 $752 Million
Q2 2025 Jul 21, 2025	SELL	$22.92 - $28.05 $387,645 - $474,409	-16,913 Reduced 62.75%	10,039 $281,000
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

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Red Mountain Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Red Mountain Financial, LLC with notifications on news.

Account

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