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 Q2	$12.6M	Buy	396,823 +20,512	+5%	+$651K	10.56%	1
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

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Red Mountain Financial's SCHD Position: Q2 2026 in Review

Red Mountain Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.5% in Q2 2026, buying an estimated $651K and bringing the position to 396,823 shares worth $12.6M. The position accounts for 10.56% of the portfolio, ranked #1.

Red Mountain Financial first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Red Mountain Financial held 396,823 shares of Schwab US Dividend Equity ETF worth $12.6M as of Q2 2026.
Red Mountain Financial bought 20,512 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $651K.
Schwab US Dividend Equity ETF made up 10.56% of Red Mountain Financial's portfolio in Q2 2026, its #1 holding.
Red Mountain Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.