Lodestone Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 4,734 shares of SCHV stock, worth $137,238. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,734Holding current value
$137,238% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
980Shares Held
359MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
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Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
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Mather Group, Llc. Chicago, IL35.1MShares$1.02 Billion10.7% of portfolio
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Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio