Lodestone Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 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 3,445 shares of SCHD stock, worth $279,423. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,445
Previous 5,377
35.93%
Holding current value
$279,423
Previous $434 Million
38.2%
% of portfolio
0.14%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$879 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$788 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$742 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$725 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$631 Million5.64% of portfolio