Lodestar Private Asset Management LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 20,541 shares of SCHG stock, worth $1.98 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
20,541
Previous 20,808
1.28%
Holding current value
$1.98 Million
Previous $1.93 Billion
99.89%
% of portfolio
0.27%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.02 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$960 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$876 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$874 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$432 Million14.61% of portfolio