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 1,872 shares of SCHX stock, worth $49,682. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,872Holding current value
$49,682% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,634Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
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Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
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Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio