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

Lakeridge Wealth Management LLC

  • $154 Billion
  • Q1 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 5,328 shares of SCHV stock, worth $394,058. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,328
Previous 5,480 2.77%
Holding current value
$394,058
Previous $384 Million 5.38%
% of portfolio
0.26%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$68.82 - $75.98 $10,460 - $11,548
-152 Reduced 2.77%
5,328 $405 Million
Q4 2023

Feb 14, 2024
BUY
$61.16 - $70.24 $335,156 - $384,915
5,480 New
5,480 $384 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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