Lodestone Wealth Management LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 13,870 shares of SCHJ stock, worth $339,398. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,870
Previous 6,935 100.0%
Holding current value
$339,398
Previous $344 Million 1.73%
% of portfolio
0.17%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$24.31 - $49.53 $168,589 - $343,490
6,935 Added 100.0%
13,870 $338 Million
Q4 2023

Jan 24, 2024
SELL
$46.51 - $48.38 $31,580 - $32,850
-679 Reduced 8.92%
6,935 $336 Million
Q4 2022

Feb 09, 2023
BUY
$45.76 - $47.27 $348,416 - $359,913
7,614 New
7,614 $357 Million

Others Institutions Holding SCHJ

# of Institutions
112
Shares Held
4.73M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
  • Industry ETFs
More about SCHJ
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