Lodestone Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 7,935 shares of SCHD stock, worth $225,830. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,935
Previous 2,660
198.31%
Holding current value
$225,830
Previous $225 Million
3.59%
% of portfolio
0.11%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio