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

Lodestar Private Asset Management LLC

$861 Million
Q2 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 530,828 shares of SCHX stock, worth $13.4 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

530,828

Previous 515,151 3.04%

Holding current value

$13.4 Million

Previous $11.4 Million 14.06%

% of portfolio

1.51%

Previous 1.44%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$19.6 - $24.44 $307,269 - $383,145	15,677 Added 3.04%	530,828 $13 Million
Q1 2025 Apr 25, 2025	BUY	$21.75 - $24.28 $434,173 - $484,677	19,962 Added 4.03%	515,151 $11.4 Million
Q4 2024 Jan 28, 2025	BUY	$22.4 - $68.28 $7.32 Million - $22.3 Million	326,928 Added 194.3%	495,189 $11.5 Million
Q3 2024 Oct 25, 2024	BUY	$61.11 - $67.85 $253,667 - $281,645	4,151 Added 2.53%	168,261 $11.4 Million
Q2 2024 Jul 30, 2024	SELL	$58.7 - $64.78 $265,382 - $292,870	-4,521 Reduced 2.68%	164,110 $10.5 Million
Q1 2024 Apr 25, 2024	BUY	$55.41 - $62.08 $35,684 - $39,979	644 Added 0.38%	168,631 $10.5 Billion
Q4 2023 Jan 29, 2024	BUY	$48.47 - $56.6 $244,628 - $285,660	5,047 Added 3.1%	167,987 $9.47 Billion
Q3 2023 Oct 31, 2023	BUY	$50.36 - $54.21 $263,634 - $283,789	5,235 Added 3.32%	162,940 $8.24 Billion
Q2 2023 Jul 27, 2023	SELL	$47.67 - $52.37 $62,018 - $68,133	-1,301 Reduced 0.82%	157,705 $8.26 Billion
Q1 2023 Apr 25, 2023	SELL	$44.78 - $49.41 $116,383 - $128,416	-2,599 Reduced 1.61%	159,006 $7.69 Billion
Q4 2022 Feb 02, 2023	BUY	$42.25 - $48.16 $6.83 Million - $7.78 Million	161,605 New	161,605 $7.3 Billion

Others Institutions Holding SCHX

# of Institutions

1,536

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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