Lodestar Private Asset Management LLC Schwab Strategic Tr Us Large C Transaction History
Lodestar Private Asset Management LLC
- $772 Million
- Q2 2024
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 164,110 shares of SCHX stock, worth $11.1 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
164,110
Previous 168,631
2.68%
Holding current value
$11.1 Million
Previous $10.5 Billion
99.9%
% of portfolio
1.37%
Previous 1.49%
Shares
7 transactions
Others Institutions Holding SCHX
# of Institutions
1,315Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio