Lodestone Wealth Management LLC Schwab Strategic Tr 1 5 Yr C Call Options Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHJ
# of Institutions
94Shares Held
4.59MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$85.1 Million0.02% of portfolio
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Envestnet Asset Management Inc185KShares$9.14 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC166KShares$8.2 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL164KShares$8.12 Million0.02% of portfolio
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Tap Consulting, LLC156KShares$7.68 Million1.65% of portfolio