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Schwab Strategic Tr cmn shares owned by Lodestar Private Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Lodestar Private Asset Management from 13F filings

Historical chart of Lodestar Private Asset Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Lodestar Private Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $708k 9.3k 75.98
2023-12-31 $660k 9.4k 70.10
2023-09-30 $610k 9.5k 64.46
2023-06-30 $631k 9.4k 67.09
2023-03-31 $616k 9.4k 65.58
2022-12-31 $679k 10k 66.02