RMF
SCHD icon

Red Mountain Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Red Mountain Financial’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Buy
376,311
+976
+0.3% +$29.6K 10.88% 1
2025
Q4 		$10.3M Sell
375,335
-1,714
-0.5% -$46.6K 10.11% 1
2025
Q3 		$10.3M Sell
377,049
-156
-0% -$4.26K 10.45% 1
2025
Q2 		$10M Buy
377,205
+13,074
+4% +$341K 11.1% 1
2025
Q1 		$10.2M Buy
364,131
+3,048
+0.8% +$85K 12.41% 1
2024
Q4 		$9.86M Buy
361,083
+8,829
+3% +$251K 10.61% 2
2024
Q3 		$9.93M Buy
352,254
+10,701
+3% +$292K 10.55% 2
2024
Q2 		$8.85M Buy
+341,553
New +$8.89M 10.67% 1
2023
Q4 		$8.31M Buy
+327,483
New +$7.8M 12.84% 1

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