Red Mountain Financial, LLC SCTXX β€” SCHWAB CHARLES FAMILY FD

Ownership history in Red Mountain Financial, LLC  Β·  4 quarters on record

AI Ownership Summary

Red Mountain Financial, LLC reported SCHWAB CHARLES FAMILY FD (SCTXX) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 13.73% in 2024 Q4. The latest visible filing shows SCTXX at 10.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCTXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Red Mountain Financial, LLC's position in SCHWAB CHARLES FAMILY FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

SCTXX was reported at 10.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.73% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCTXX stock page Red Mountain Financial, LLC fund profile Red Mountain Financial, LLC full holdings
How Red Mountain Financial, LLC held SCTXX β€” position size vs. price
% of Fund (quarterly)    SCTXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 33.1% +0.0% ❌ 8,541,032 -4,225,024 -33.1% 10.30% $8.5M 2025-07-21 $1.00
2024 Q4 ADDED β€” β€” β€” 12,766,056 +285,356 +2.3% 13.73% $12.8M 2025-02-12 $1.00
2024 Q3 ADDED β€” β€” β€” 12,480,700 +3,939,668 +46.1% 13.27% $12.5M 2024-10-09 $1.00
2024 Q2 INITIATED β€” β€” β€” 8,541,032 β€” β€” 10.30% $8.5M 2024-08-13 $1.00

FAQ About Red Mountain Financial, LLC and SCTXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Red Mountain Financial, LLC reported owning SCTXX?

Red Mountain Financial, LLC reported SCTXX across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported SCTXX position in Red Mountain Financial, LLC's portfolio?

The largest reported portfolio weight for SCTXX was 13.73% in 2024 Q4.

What is the latest reported SCTXX position on this page?

The most recent filing on this page is 2025 Q2, when Red Mountain Financial, LLC reported 8,541,032 shares, equal to 10.30% of portfolio, with an estimated market value of $8.5M.

What does the chart on this SCTXX ownership page compare?

The chart compares Red Mountain Financial, LLC's quarterly SCTXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Red Mountain Financial, LLC time their SCTXX position?

Based on 13F filing dates vs. subsequent SCTXX price moves, Red Mountain Financial, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on SCTXX relative to SPY over the holding period was -15.8%.

← Back to Red Mountain Financial, LLC Holdings