Lakeridge Wealth Management LLC's ownership history for SCHB

Lakeridge Wealth Management LLC currently holds 18.6K shares with a market value of $488.8K. It started holding SCHB on 2024-09-30. At its peak, it held 20.7K shares on 2024-12-31. Its highest holding value was $488.8K on 2025-12-31. At its lowest, it held 6.9K shares on 2024-09-30, with a value of $439.3K on 2025-03-31. In the recent 180 days, Lakeridge Wealth Management LLC has decreased its shares by 36. In the recent year, Lakeridge Wealth Management LLC has decreased its shares by 2.1K.