Red Mountain Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History
Red Mountain Financial, LLC
- $94 Billion
- Q3 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 10,042 shares of SCHM stock, worth $291,218. This represents 0.89% of its overall portfolio holdings.
Number of Shares
10,042
Previous 10,039
0.03%
Holding current value
$291,218
Previous $781 Million
6.79%
% of portfolio
0.89%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
971Shares Held
157MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$752 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio