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

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024

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 6,897 shares of SCHB stock, worth $160,424. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,897
Previous 6,913 0.23%
Holding current value
$160,424
Previous $435 Million 5.56%
% of portfolio
0.25%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email