Lodestar Private Asset Management LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 629,039 shares of SCHB stock, worth $14.3 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
629,039
Previous 640,132 1.73%
Holding current value
$14.3 Million
Previous $14.5 Million 6.79%
% of portfolio
1.71%
Previous 1.83%

Shares

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

Apr 25, 2025
SELL
$21.23 - $23.75 $235,504 - $263,458
-11,093 Reduced 1.73%
629,039 $13.5 Million
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $9.23 Million - $28 Million
419,164 Added 189.69%
640,132 $14.5 Million
Q3 2024

Oct 25, 2024
SELL
$59.93 - $66.52 $144,551 - $160,446
-2,412 Reduced 1.08%
220,968 $14.7 Million
Q2 2024

Jul 30, 2024
SELL
$57.57 - $63.3 $631,024 - $693,831
-10,961 Reduced 4.68%
223,380 $14 Million
Q1 2024

Apr 25, 2024
SELL
$54.61 - $61.05 $312,751 - $349,633
-5,727 Reduced 2.39%
234,341 $14.3 Billion
Q4 2023

Jan 29, 2024
SELL
$47.61 - $55.91 $366,025 - $429,836
-7,688 Reduced 3.1%
240,068 $13.4 Billion
Q3 2023

Oct 31, 2023
SELL
$49.59 - $53.57 $122,487 - $132,317
-2,470 Reduced 0.99%
247,756 $12.4 Billion
Q2 2023

Jul 27, 2023
SELL
$47.08 - $51.7 $367,271 - $403,311
-7,801 Reduced 3.02%
250,226 $12.9 Billion
Q1 2023

Apr 25, 2023
SELL
$44.47 - $49.23 $839,104 - $928,920
-18,869 Reduced 6.81%
258,027 $12.3 Billion
Q4 2022

Feb 02, 2023
BUY
$41.94 - $47.81 $11.6 Million - $13.2 Million
276,896 New
276,896 $12.4 Billion

Others Institutions Holding SCHB

# of Institutions
1,291
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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