Lord & Richards Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Lord & Richards Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 14,567 shares of SCHG stock, worth $370,293. This represents 0.41% of its overall portfolio holdings.
Number of Shares
14,567Holding current value
$370,293% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,492Shares Held
713MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
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Lpl Financial LLC Fort Mill, SC24.6MShares$626 Million0.25% of portfolio