Lodestar Private Asset Management LLC Schwab Strategic Tr Intl Divid 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 Intl Divid stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 34,620 shares of SCHY stock, worth $959,320. This represents 0.11% of its overall portfolio holdings.
Number of Shares
34,620
Previous 39,324
11.96%
Holding current value
$959,320
Previous $998,000
5.21%
% of portfolio
0.11%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding SCHY
# of Institutions
140Shares Held
11.2MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$87.9 Million0.46% of portfolio
-
Summit Asset Management, LLC Memphis, TN661KShares$18.3 Million2.99% of portfolio
-
High Tower Advisors, LLC Chicago, IL484KShares$13.4 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ481KShares$13.3 Million0.03% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$10.5 Million0.06% of portfolio