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Schwab Strategic Tr shares owned by Red Mountain Financial

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

Historical chart of Red Mountain Financial investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr 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 by Red Mountain Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 116k 26.17
2024-06-30 $2.6M 110k 23.57
2023-12-31 $2.4M 98k 24.59

More positions owned by Red Mountain Financial

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

View all positions for Red Mountain Financial

Top funds holding Schwab Strategic Tr

Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Advisor Group Holdings
Asset Advisors Investment Management
LPL Financial
Magnolia Capital Advisors
Stifel Financial
Principle Wealth Partners
Charles Schwab Trust
Iron Financial
First Merchants Bank, National Association
LongView Wealth Management
Modern Wealth Management

View all funds holding Schwab Strategic Tr