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Schwab U S Broad Market ETF shares owned by Red Mountain Financial

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Red Mountain Financial from 13F filings

Historical chart of Red Mountain Financial investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Red Mountain Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Red Mountain Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 9.4k 25.71
2025-06-30 $202k 8.5k 23.83

More positions owned by Red Mountain Financial

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Internl Divid (SCHY)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Broadcom (AVGO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Red Mountain Financial

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
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SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF