Lodestar Private Asset Management LLC Schwab Strategic U.S. Mid Cap 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. Mid Cap stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 101,858 shares of SCHM stock, worth $8.22 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
101,858
Previous 98,114
3.82%
Holding current value
$8.22 Million
Previous $7.99 Billion
99.9%
% of portfolio
1.03%
Previous 1.14%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.7 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$817 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$298 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$167 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$161 Million2.99% of portfolio