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

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 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 6,913 shares of SCHB stock, worth $439,805. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,913
Previous 7,480 7.58%
Holding current value
$439,805
Previous $457 Million 4.83%
% of portfolio
0.26%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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