Red Mountain Financial, LLC SCHD Holdings History
Red Mountain Financial, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Red Mountain Financial, LLC held 364,131.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $10.18 Mil. This investment constitutes 12.41% of their stock portfolio, and Red Mountain Financial, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then Red Mountain Financial, LLC has made 4 purchases of SCHD, at an average price of $42.50, for a total of 364,131.00 shares. Based on historical transaction data and SCHD's current price of $26.20, Red Mountain Financial, LLC's estimated gain on his SCHD holdings is $-5.93 Mil, reflecting a -38.35% gain to date.
Red Mountain Financial, LLC SCHD ($26.20) Holding Chart
Red Mountain Financial, LLC SCHD ($26.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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