Red Mountain Financial, LLC: SCHB position timeline

Red Mountain Financial, LLC held 12,508 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 12,508 shares

   Change vs previous 13F -110 shares

   0.3% of the 13F portfolio, value $362,235.

   13F-HR 0001997650-26-000004 filed by Red Mountain Financial, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 12,618 shares

   Change vs previous 13F +1,067 shares

   0.3% of the 13F portfolio, value $316,714.

   13F-HR 0001997650-26-000002 filed by Red Mountain Financial, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 11,551 shares

   Change vs previous 13F +2,173 shares

   0.3% of the 13F portfolio, value $302,974.

   13F-HR 0001997650-26-000001 filed by Red Mountain Financial, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,378 shares

   Change vs previous 13F +924 shares

   0.24% of the 13F portfolio, value $241,108.

   13F-HR 0001997650-25-000007 filed by Red Mountain Financial, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 8,454 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $201,458.

   13F-HR/A 0001997650-25-000005 filed by Red Mountain Financial, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).