Lodestar Private Asset Management LLC Schwab Short Term Us Treasury Transaction History
Lodestar Private Asset Management LLC
- $795 Million
- Q4 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 89,049 shares of SCHO stock, worth $2.15 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
89,049
Previous 42,806
108.03%
Holding current value
$2.15 Million
Previous $2.1 Million
2.19%
% of portfolio
0.27%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding SCHO
# of Institutions
663Shares Held
343MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.87 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$516 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$502 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$393 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$174 Million0.06% of portfolio