Lakeridge Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 20,402 shares of SCHB stock, worth $413,956. This represents 0.22% of its overall portfolio holdings.

Number of Shares
20,402
Previous 20,691 1.4%
Holding current value
$413,956
Previous $470 Million 6.48%
% of portfolio
0.22%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$21.23 - $23.75 $6,135 - $6,863
-289 Reduced 1.4%
20,402 $439 Million
Q4 2024

Jan 30, 2025
BUY
$22.01 - $66.82 $303,605 - $921,715
13,794 Added 200.0%
20,691 $470 Million
Q3 2024

Oct 07, 2024
SELL
$59.93 - $66.52 $958 - $1,064
-16 Reduced 0.23%
6,897 $459 Million
Q2 2024

Aug 01, 2024
SELL
$57.57 - $63.3 $32,642 - $35,891
-567 Reduced 7.58%
6,913 $435 Million
Q1 2024

Apr 29, 2024
SELL
$54.61 - $61.05 $7,208 - $8,058
-132 Reduced 1.73%
7,480 $457 Million
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $362,407 - $425,586
7,612 New
7,612 $424 Million

Others Institutions Holding SCHB

# of Institutions
1,268
Shares Held
482M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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