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 530,828 shares of SCHX stock, worth $14.1 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
530,828
Previous 515,151 3.04%
Holding current value
$14.1 Million
Previous $11.4 Million 14.06%
% of portfolio
1.51%
Previous 1.44%

Shares

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

Jul 25, 2025
BUY
$19.6 - $24.44 $307,269 - $383,145
15,677 Added 3.04%
530,828 $13 Million
Q1 2025

Apr 25, 2025
BUY
$21.75 - $24.28 $434,173 - $484,677
19,962 Added 4.03%
515,151 $11.4 Million
Q4 2024

Jan 28, 2025
BUY
$22.4 - $68.28 $7.32 Million - $22.3 Million
326,928 Added 194.3%
495,189 $11.5 Million
Q3 2024

Oct 25, 2024
BUY
$61.11 - $67.85 $253,667 - $281,645
4,151 Added 2.53%
168,261 $11.4 Million
Q2 2024

Jul 30, 2024
SELL
$58.7 - $64.78 $265,382 - $292,870
-4,521 Reduced 2.68%
164,110 $10.5 Million
Q1 2024

Apr 25, 2024
BUY
$55.41 - $62.08 $35,684 - $39,979
644 Added 0.38%
168,631 $10.5 Billion
Q4 2023

Jan 29, 2024
BUY
$48.47 - $56.6 $244,628 - $285,660
5,047 Added 3.1%
167,987 $9.47 Billion
Q3 2023

Oct 31, 2023
BUY
$50.36 - $54.21 $263,634 - $283,789
5,235 Added 3.32%
162,940 $8.24 Billion
Q2 2023

Jul 27, 2023
SELL
$47.67 - $52.37 $62,018 - $68,133
-1,301 Reduced 0.82%
157,705 $8.26 Billion
Q1 2023

Apr 25, 2023
SELL
$44.78 - $49.41 $116,383 - $128,416
-2,599 Reduced 1.61%
159,006 $7.69 Billion
Q4 2022

Feb 02, 2023
BUY
$42.25 - $48.16 $6.83 Million - $7.78 Million
161,605 New
161,605 $7.3 Billion

Others Institutions Holding SCHX

# of Institutions
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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