Lakeridge Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 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 5,789 shares of SCHG stock, worth $163,886. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,789
Previous 5,309 9.04%
Holding current value
$163,886
Previous $535 Million 12.65%
% of portfolio
0.33%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$92.63 - $105.69 $44,462 - $50,731
480 Added 9.04%
5,789 $603 Million
Q2 2024

Aug 01, 2024
SELL
$87.04 - $101.61 $40,560 - $47,350
-466 Reduced 8.07%
5,309 $535 Million
Q1 2024

Apr 29, 2024
BUY
$80.6 - $93.32 $10,478 - $12,131
130 Added 2.3%
5,775 $535 Million
Q4 2023

Feb 14, 2024
BUY
$70.08 - $83.37 $395,601 - $470,623
5,645 New
5,645 $468 Million

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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