Lodestar Private Asset Management LLC Schwab Strategic Tr Us Emergin Transaction History
Lodestar Private Asset Management LLC
- $772 Million
- Q2 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 69,564 shares of SCHE stock, worth $1.88 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
69,564
Previous 70,188
0.89%
Holding current value
$1.88 Million
Previous $1.77 Billion
99.9%
% of portfolio
0.24%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.68 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$598 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$529 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$196 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.7 Million3.96% of portfolio