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Schwab Strategic Tr us dividend eq shares owned by Red Mountain Financial

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Red Mountain Financial from 13F filings

Historical chart of Red Mountain Financial investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Red Mountain Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 377k 27.30
2025-06-30 $8.9M 114k 77.76
2025-03-31 $10M 364k 27.96
2024-12-31 $9.9M 361k 27.32
2024-09-30 $9.9M 117k 84.53
2024-06-30 $8.9M 114k 77.76
2023-12-31 $8.3M 109k 76.13