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 |
|---|---|---|---|
| 2025-09-30 | $3.7M | 132k | 27.94 |
| 2025-06-30 | $2.6M | 110k | 23.57 |
| 2025-03-31 | $3.2M | 127k | 25.38 |
| 2024-12-31 | $2.9M | 126k | 23.12 |
| 2024-09-30 | $3.0M | 116k | 26.17 |
| 2024-06-30 | $2.6M | 110k | 23.57 |
| 2023-12-31 | $2.4M | 98k | 24.59 |