Lodestar Private Asset Management LLC Schwab Strategic Tr Us Emergin Transaction History
Lodestar Private Asset Management LLC
- $830 Million
- Q3 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 68,862 shares of SCHE stock, worth $1.96 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
68,862
Previous 69,564
1.01%
Holding current value
$1.96 Million
Previous $1.85 Million
8.77%
% of portfolio
0.24%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
239MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.83 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$605 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$558 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$207 Million0.3% of portfolio
-
Us Bancorp \De\3.81MShares$109 Million0.14% of portfolio