Schwab Strategic Tr shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr by Lodestar Private Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $987k | 41k | 24.26 |
2023-12-31 | $1.0M | 41k | 24.59 |
2023-09-30 | $936k | 41k | 23.00 |
2023-06-30 | $982k | 41k | 23.94 |
2023-03-31 | $985k | 42k | 23.63 |
2022-12-31 | $945k | 42k | 22.42 |
More positions owned by Lodestar Private Asset Management
View all positions for Lodestar Private Asset Management