Lodestone Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025

A detailed history of Lodestone Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 4,419 shares of SCHM stock, worth $128,858. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,419
Holding current value
$128,858
% of portfolio
0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$28.9 - $30.17 $127,709 - $133,321
4,419 New
4,419 $133 Million

Others Institutions Holding SCHM

# of Institutions
1,066
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email