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 $540,350. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,309
Previous 5,775 8.07%
Holding current value
$540,350
Previous $535 Million 0.02%
% of portfolio
0.32%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,256
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
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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