Lodestone Wealth Management LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 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 6,935 shares of SCHJ stock, worth $342,242. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,935
Previous 6,935
-0.0%
Holding current value
$342,242
Previous $335 Million
0.1%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
94Shares Held
4.59MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$85.1 Million0.02% of portfolio
-
Envestnet Asset Management Inc185KShares$9.14 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$8.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$8.12 Million0.02% of portfolio
-
Tap Consulting, LLC156KShares$7.68 Million1.65% of portfolio