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Schwab U S Large Cap Growth ETF shares owned by Red Mountain Financial

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Red Mountain Financial from 13F filings

Historical chart of Red Mountain Financial investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth 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 Large Cap Growth ETF by Red Mountain Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $676k 21k 32.62
2025-09-30 $596k 19k 31.91
2025-06-30 $445k 15k 29.21

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)
Schwab Strategic Tr Internl Divid (SCHY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Gold Tr Ishares New (IAU)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Red Mountain Financial

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Ameriprise Financial
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF