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

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 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 14,884 shares of SCHV stock, worth $409,458. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,884
Previous 5,248 183.61%
Holding current value
$409,458
Previous $422 Million 8.0%
% of portfolio
0.2%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$25.79 - $80.4 $248,512 - $774,734
9,636 Added 183.61%
14,884 $388 Million
Q2 2024

Aug 01, 2024
SELL
$71.74 - $75.86 $5,739 - $6,068
-80 Reduced 1.5%
5,248 $389 Million
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
880
Shares Held
321M
Call Options Held
0
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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