Lodestone Wealth Management LLC Schwab Strategic Tr 1000 Index Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 846 shares of SCHK stock, worth $27,325. This represents 0.01% of its overall portfolio holdings.
Number of Shares
846Holding current value
$27,325% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
241Shares Held
71.6MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
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Warwick Investment Management, Inc.3.5MShares$113 Million17.62% of portfolio
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Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio