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Disclosery

Red Mountain Financial, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Red Mountain Financial, LLC on SCHD, newest first. How the timeline and the estimate are built.

Red Mountain Financial, LLC held 396,823 SCHD 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 396,823 shares
    Change vs previous 13F +20,512 shares

    10.56% of the 13F portfolio, value $12,583,268.

    13F-HR 0001997650-26-000004 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 376,311 shares
    Change vs previous 13F +976 shares

    10.88% of the 13F portfolio, value $11,545,225.

    13F-HR 0001997650-26-000002 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 375,335 shares
    Change vs previous 13F -1,714 shares

    10.11% of the 13F portfolio, value $10,295,428.

    13F-HR 0001997650-26-000001 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 377,049 shares
    Change vs previous 13F -156 shares

    10.45% of the 13F portfolio, value $10,293,430.

    13F-HR 0001997650-25-000007 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 377,205 shares
    Change vs previous 13F +13,074 shares

    11.1% of the 13F portfolio, value $9,995,928.

    13F-HR/A 0001997650-25-000005 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 364,131 shares
    Change vs previous 13F +3,048 shares

    12.41% of the 13F portfolio, value $10,181,096.

    13F-HR 0001997650-25-000002 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 361,083 shares
    Change vs previous 13F +243,665 shares

    10.61% of the 13F portfolio, value $9,864,784.

    13F-HR 0001997650-25-000001 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 117,418 shares
    Change vs previous 13F not available

    10.55% of the 13F portfolio, value $9,925,377.

    13F-HR 0001997650-24-000004 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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