Lodestone Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025

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 9,354 shares of SCHD stock, worth $250,219. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,354
Previous 7,935 17.88%
Holding current value
$250,219
Previous $217 Million 20.64%
% of portfolio
0.14%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$27.01 - $28.54 $38,327 - $40,498
1,419 Added 17.88%
9,354 $262 Million
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $142,055 - $448,111
5,275 Added 198.31%
7,935 $217 Million
Q3 2024

Oct 29, 2024
SELL
$77.02 - $85.06 $60,460 - $66,772
-785 Reduced 22.79%
2,660 $225 Million
Q2 2024

Jul 16, 2024
SELL
$75.81 - $80.15 $146,464 - $154,849
-1,932 Reduced 35.93%
3,445 $268 Million
Q1 2024

Apr 30, 2024
BUY
$75.25 - $80.63 $10,610 - $11,368
141 Added 2.69%
5,377 $434 Million
Q4 2023

Jan 24, 2024
SELL
$66.9 - $76.32 $42,147 - $48,081
-630 Reduced 10.74%
5,236 $399 Million
Q3 2023

Oct 20, 2023
BUY
$70.63 - $75.66 $3,672 - $3,934
52 Added 0.89%
5,866 $415 Million
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $3,320 - $3,549
48 Added 0.83%
5,814 $422 Million
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $128,120 - $142,248
1,823 Added 46.23%
5,766 $422 Million
Q4 2022

Feb 09, 2023
BUY
$67.16 - $79.06 $264,811 - $311,733
3,943 New
3,943 $298 Million

Others Institutions Holding SCHD

# of Institutions
2,003
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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