Lodestar Private Asset Management LLC Schwab Strategic U.S. Reit ETF Transaction History

Lodestar Private Asset Management LLC

  • $861 Million
  • Q2 2025

A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 24,169 shares of SCHH stock, worth $520,841. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,169
Previous 23,317 3.65%
Holding current value
$520,841
Previous $501,000 2.0%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$18.94 - $21.67 $16,136 - $18,462
852 Added 3.65%
24,169 $511,000
Q1 2025

Apr 25, 2025
SELL
$20.2 - $22.24 $8,100 - $8,918
-401 Reduced 1.69%
23,317 $501,000
Q4 2024

Jan 28, 2025
BUY
$20.55 - $23.26 $13,645 - $15,444
664 Added 2.88%
23,718 $499,000
Q3 2024

Oct 25, 2024
BUY
$19.78 - $23.53 $7,417 - $8,823
375 Added 1.65%
23,054 $534,000
Q2 2024

Jul 30, 2024
BUY
$18.53 - $20.2 $12,118 - $13,210
654 Added 2.97%
22,679 $452,000
Q1 2024

Apr 25, 2024
BUY
$19.39 - $20.93 $2,171 - $2,344
112 Added 0.51%
22,025 $447 Million
Q4 2023

Jan 29, 2024
SELL
$16.76 - $20.95 $16,977 - $21,222
-1,013 Reduced 4.42%
21,913 $454 Million
Q3 2023

Oct 31, 2023
BUY
$17.52 - $20.27 $8,251 - $9,547
471 Added 2.1%
22,926 $407 Million
Q2 2023

Jul 27, 2023
SELL
$18.34 - $19.64 $36,973 - $39,594
-2,016 Reduced 8.24%
22,455 $439 Million
Q1 2023

Apr 25, 2023
SELL
$18.01 - $21.78 $32,399 - $39,182
-1,799 Reduced 6.85%
24,471 $477 Million
Q4 2022

Feb 02, 2023
BUY
$17.68 - $20.46 $464,453 - $537,484
26,270 New
26,270 $507 Million

Others Institutions Holding SCHH

# of Institutions
576
Shares Held
178M
Call Options Held
59.3K
Put Options Held
15.1K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Lodestar Private Asset Management LLC Portfolio

Follow Lodestar Private Asset Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email