Lodestar Private Asset Management LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 360,347 shares of SCHD stock, worth $30.5 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
360,347
Previous 354,757
1.58%
Holding current value
$30.5 Million
Previous $28.6 Billion
99.9%
% of portfolio
3.63%
Previous 4.08%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio