Red Mountain Financial, LLC SCHY Holdings History
Red Mountain Financial, LLC's Schwab International Dividend Equity ETF Holding Summary
As of 2025-03-31, Red Mountain Financial, LLC held 127,107.00 shares of Schwab International Dividend Equity ETF(SCHY), totaling $3.23 Mil. This investment constitutes 3.93% of their stock portfolio, and Red Mountain Financial, LLC now holds 0.35% of the outstanding Schwab International Dividend Equity ETF(SCHY) stock.
The initial trade took place in 2023Q4. And since then Red Mountain Financial, LLC has made 4 purchases of SCHY, at an average price of $23.60, for a total of 127,107.00 shares. Based on historical transaction data and SCHY's current price of $27.22, Red Mountain Financial, LLC's estimated gain on his SCHY holdings is $459,644.57, reflecting a 15.32% gain to date.
Red Mountain Financial, LLC SCHY ($27.22) Holding Chart
Red Mountain Financial, LLC SCHY ($27.22) 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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