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Schwab Charles Family shares owned by Red Mountain Financial

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Red Mountain Financial from 13F filings

Historical chart of Red Mountain Financial investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family 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 Charles Family by Red Mountain Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 13M 1.00
2024-06-30 $8.5M 8.5M 1.00

More positions owned by Red Mountain Financial

Schwab Charles Family Amt Tax Free Mny (SCTXX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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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 Charles Family

WMS Partners
Ausdal Financial Partners
Coldstream Capital Management
Integrated Investment Consultants
CI Private Wealth
HB Wealth Management
Advisor OS
Tradition Wealth Management
Cassady Schiller Wealth Management
Red Mountain Financial
Sanctuary Advisors
Rappaport Reiches Capital Management
Zrc Wealth Management
CWM
Modern Wealth Management

View all funds holding Schwab Charles Family