Lodestar Private Asset Management LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 31,756 shares of SCHV stock, worth $888,850. This represents 0.1% of its overall portfolio holdings.

Number of Shares
31,756
Previous 24,687 28.63%
Holding current value
$888,850
Previous $656,000 33.84%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Jul 25, 2025
BUY
$23.55 - $27.67 $166,474 - $195,599
7,069 Added 28.63%
31,756 $878,000
Q1 2025

Apr 25, 2025
SELL
$25.77 - $27.6 $46,643 - $49,956
-1,810 Reduced 6.83%
24,687 $656,000
Q4 2024

Jan 28, 2025
BUY
$25.79 - $80.4 $455,631 - $1.42 Million
17,667 Added 200.08%
26,497 $690,000
Q3 2024

Oct 25, 2024
SELL
$73.43 - $80.37 $30,987 - $33,916
-422 Reduced 4.56%
8,830 $709,000
Q2 2024

Jul 30, 2024
SELL
$71.74 - $75.86 $4,519 - $4,779
-63 Reduced 0.68%
9,252 $685,000
Q1 2024

Apr 25, 2024
SELL
$68.82 - $75.98 $7,088 - $7,825
-103 Reduced 1.09%
9,315 $708 Million
Q4 2023

Jan 29, 2024
SELL
$61.16 - $70.24 $2,813 - $3,231
-46 Reduced 0.49%
9,418 $660 Million
Q3 2023

Oct 31, 2023
BUY
$64.45 - $69.39 $3,738 - $4,024
58 Added 0.62%
9,464 $610 Million
Q2 2023

Jul 27, 2023
BUY
$63.33 - $67.21 $633 - $672
10 Added 0.11%
9,406 $631 Million
Q1 2023

Apr 25, 2023
SELL
$62.59 - $69.3 $55,767 - $61,746
-891 Reduced 8.66%
9,396 $616 Million
Q4 2022

Feb 02, 2023
BUY
$59.13 - $69.24 $608,270 - $712,271
10,287 New
10,287 $679 Million

Others Institutions Holding SCHV

# of Institutions
957
Shares Held
336M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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