Lodestone Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 786 shares of SCHB stock, worth $20,294. This represents 0.01% of its overall portfolio holdings.
Number of Shares
786Holding current value
$20,294% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,386Shares Held
493MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
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Rebalance, LLC Palo Alto, CA15MShares$386 Million22.94% of portfolio
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Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
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Strid Group, LLC8.72MShares$225 Million29.42% of portfolio