Lakeridge Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 5,309 shares of SCHG stock, worth $541,146. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,309
Previous 5,775
8.07%
Holding current value
$541,146
Previous $535 Million
0.02%
% of portfolio
0.32%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.08 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.02 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$928 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$926 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$458 Million14.61% of portfolio