Lodestone Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 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 2,660 shares of SCHD stock, worth $74,027. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,660

Previous 3,445 22.79%

Holding current value

$74,027

Previous $268 Million 16.07%

% of portfolio

0.11%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$77.02 - $85.06 $60,460 - $66,772	-785 Reduced 22.79%	2,660 $225 Million
Q2 2024 Jul 16, 2024	SELL	$75.81 - $80.15 $146,464 - $154,849	-1,932 Reduced 35.93%	3,445 $268 Million
Q1 2024 Apr 30, 2024	BUY	$75.25 - $80.63 $10,610 - $11,368	141 Added 2.69%	5,377 $434 Million
Q4 2023 Jan 24, 2024	SELL	$66.9 - $76.32 $42,147 - $48,081	-630 Reduced 10.74%	5,236 $399 Million
Q3 2023 Oct 20, 2023	BUY	$70.63 - $75.66 $3,672 - $3,934	52 Added 0.89%	5,866 $415 Million
Q2 2023 Jul 25, 2023	BUY	$69.18 - $73.94 $3,320 - $3,549	48 Added 0.83%	5,814 $422 Million
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $128,120 - $142,248	1,823 Added 46.23%	5,766 $422 Million
Q4 2022 Feb 09, 2023	BUY	$67.16 - $79.06 $264,811 - $311,733	3,943 New	3,943 $298 Million

Others Institutions Holding SCHD

# of Institutions

1,773

Shares Held

298M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History