Lakeridge Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Lakeridge Wealth Management LLC

$217 Billion
Q2 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 18,672 shares of SCHB stock, worth $458,024. This represents 0.2% of its overall portfolio holdings.

Number of Shares

18,672

Previous 20,402 8.48%

Holding current value

$458,024

Previous $439 Million 1.29%

% of portfolio

0.2%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$19.1 - $23.83 $33,043 - $41,225	-1,730 Reduced 8.48%	18,672 $445 Million
Q1 2025 Apr 16, 2025	SELL	$21.23 - $23.75 $6,135 - $6,863	-289 Reduced 1.4%	20,402 $439 Million
Q4 2024 Jan 30, 2025	BUY	$22.01 - $66.82 $303,605 - $921,715	13,794 Added 200.0%	20,691 $470 Million
Q3 2024 Oct 07, 2024	SELL	$59.93 - $66.52 $958 - $1,064	-16 Reduced 0.23%	6,897 $459 Million
Q2 2024 Aug 01, 2024	SELL	$57.57 - $63.3 $32,642 - $35,891	-567 Reduced 7.58%	6,913 $435 Million
Q1 2024 Apr 29, 2024	SELL	$54.61 - $61.05 $7,208 - $8,058	-132 Reduced 1.73%	7,480 $457 Million
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $362,407 - $425,586	7,612 New	7,612 $424 Million

Others Institutions Holding SCHB

# of Institutions

1,341

Shares Held

494M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Lakeridge Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History