Lodestar Private Asset Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Lodestar Private Asset Management LLC
- $772 Million
- Q2 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 22,679 shares of SCHH stock, worth $531,368. This represents 0.06% of its overall portfolio holdings.
Number of Shares
22,679
Previous 22,025
2.97%
Holding current value
$531,368
Previous $447 Million
99.9%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding SCHH
# of Institutions
500Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.99 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.24 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$639 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$639 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$181 Million0.15% of portfolio