Red Mountain Financial, LLC SCHG Holdings History
Red Mountain Financial, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Red Mountain Financial, LLC held 15,224.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $444,690.00. This investment constitutes 0.49% of their stock portfolio, and Red Mountain Financial, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2025Q2. And since then Red Mountain Financial, LLC has made 1 purchases of SCHG, at an average price of $26.42, for a total of 15,224.00 shares. Based on historical transaction data and SCHG's current price of $29.88, Red Mountain Financial, LLC's estimated gain on his SCHG holdings is $52,626.32, reflecting a 13.08% gain to date.
Red Mountain Financial, LLC SCHG ($29.88) Holding Chart
Red Mountain Financial, LLC SCHG ($29.88) 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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