A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 42,806 shares of SCHO stock, worth $1.04 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
42,806
Previous 37,742 13.42%
Holding current value
$1.04 Million
Previous $1.82 Million 15.42%
% of portfolio
0.25%
Previous 0.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$47.93 - $49.06 $242,717 - $248,439
5,064 Added 13.42%
42,806 $2.1 Million
Q2 2024

Jul 30, 2024

BUY
$47.75 - $48.13 $4,870 - $4,909
102 Added 0.27%
37,742 $1.82 Million
Q1 2024

Apr 25, 2024

BUY
$48.05 - $48.63 $18,979 - $19,208
395 Added 1.06%
37,640 $1.81 Billion
Q4 2023

Jan 29, 2024

SELL
$47.66 - $48.45 $17,443 - $17,732
-366 Reduced 0.97%
37,245 $1.8 Billion
Q3 2023

Oct 31, 2023

BUY
$47.78 - $48.2 $619,706 - $625,154
12,970 Added 52.64%
37,611 $1.8 Billion
Q2 2023

Jul 27, 2023

SELL
$48.06 - $48.89 $33,113 - $33,685
-689 Reduced 2.72%
24,641 $1.18 Billion
Q1 2023

Apr 25, 2023

SELL
$47.8 - $49.0 $1.04 Million - $1.07 Million
-21,791 Reduced 46.24%
25,330 $1.24 Billion
Q4 2022

Feb 02, 2023

BUY
$47.89 - $48.47 $2.26 Million - $2.28 Million
47,121 New
47,121 $2.27 Billion

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Lodestar Private Asset Management LLC Portfolio

Follow Lodestar Private Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestar Private Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestar Private Asset Management LLC with notifications on news.