Lodestar Private Asset Management LLC Schwab Strategic Tr Intl Divid Transaction History
Lodestar Private Asset Management LLC
- $795 Million
- Q4 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 39,149 shares of SCHY stock, worth $954,452. This represents 0.11% of its overall portfolio holdings.
Number of Shares
39,149
Previous 40,412
3.13%
Holding current value
$954,452
Previous $1.06 Million
14.38%
% of portfolio
0.11%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding SCHY
# of Institutions
133Shares Held
10.2MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$45.9 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.3 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$14.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.1 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.2 Million0.06% of portfolio