Lodestar Private Asset Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Lodestar Private Asset Management LLC
- $701 Billion
- Q1 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 98,114 shares of SCHM stock, worth $7.63 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
98,114
Previous 95,710
2.51%
Holding current value
$7.63 Million
Previous $7.21 Billion
10.83%
% of portfolio
1.14%
Previous 1.11%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
906Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.64 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$787 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$287 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio