Lodestone Wealth Management LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Lodestone Wealth Management LLC
- $188 Billion
- Q1 2025
A detailed history of Lodestone Wealth Management LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 13,870 shares of SCHJ stock, worth $341,756. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,870
Previous 13,870
-0.0%
Holding current value
$341,756
Previous $338 Million
1.09%
% of portfolio
0.18%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
121Shares Held
7.34MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC435KShares$10.7 Million1.48% of portfolio
-
Envestnet Asset Management Inc401KShares$9.88 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL342KShares$8.44 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC340KShares$8.37 Million0.0% of portfolio
-
Tap Consulting, LLC334KShares$8.23 Million1.74% of portfolio