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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
2023-12-31 $2.4M 98k 24.59

More positions owned by Red Mountain Financial

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

View all positions for Red Mountain Financial

Top funds holding Schwab Strategic Tr

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Kohmann Bosshard Financial Services
Souders Financial Advisors
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
HighTower Advisors
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr