Lodestar Private Asset Management LLC Schwab Strategic Tr Us Large C Transaction History

Lodestar Private Asset Management LLC

  • $791 Million
  • Q1 2025

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 24,687 shares of SCHV stock, worth $636,677. This represents 0.08% of its overall portfolio holdings.

Number of Shares
24,687
Previous 26,497 6.83%
Holding current value
$636,677
Previous $690,000 4.93%
% of portfolio
0.08%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$25.77 - $27.6 $46,643 - $49,956
-1,810 Reduced 6.83%
24,687 $656,000
Q4 2024

Jan 28, 2025
BUY
$25.79 - $80.4 $455,631 - $1.42 Million
17,667 Added 200.08%
26,497 $690,000
Q3 2024

Oct 25, 2024
SELL
$73.43 - $80.37 $30,987 - $33,916
-422 Reduced 4.56%
8,830 $709,000
Q2 2024

Jul 30, 2024
SELL
$71.74 - $75.86 $4,519 - $4,779
-63 Reduced 0.68%
9,252 $685,000
Q1 2024

Apr 25, 2024
SELL
$68.82 - $75.98 $7,088 - $7,825
-103 Reduced 1.09%
9,315 $708 Million
Q4 2023

Jan 29, 2024
SELL
$61.16 - $70.24 $2,813 - $3,231
-46 Reduced 0.49%
9,418 $660 Million
Q3 2023

Oct 31, 2023
BUY
$64.45 - $69.39 $3,738 - $4,024
58 Added 0.62%
9,464 $610 Million
Q2 2023

Jul 27, 2023
BUY
$63.33 - $67.21 $633 - $672
10 Added 0.11%
9,406 $631 Million
Q1 2023

Apr 25, 2023
SELL
$62.59 - $69.3 $55,767 - $61,746
-891 Reduced 8.66%
9,396 $616 Million
Q4 2022

Feb 02, 2023
BUY
$59.13 - $69.24 $608,270 - $712,271
10,287 New
10,287 $679 Million

Others Institutions Holding SCHV

# of Institutions
921
Shares Held
333M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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