Lodestar Private Asset Management LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 67,673 shares of SCHE stock, worth $2.28 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
67,673
Previous 72,604
6.79%
Holding current value
$2.28 Million
Previous $2 Million
1.9%
% of portfolio
0.24%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
865Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$659 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$594 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$342 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$127 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio