Schwab U S Small Cap ETF shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 205k | 27.90 |
| 2025-06-30 | $5.1M | 200k | 25.30 |
| 2025-03-31 | $3.7M | 158k | 23.43 |
| 2024-12-31 | $4.0M | 153k | 25.86 |
| 2024-09-30 | $3.8M | 75k | 51.50 |
| 2024-06-30 | $3.5M | 74k | 47.45 |
| 2024-03-31 | $3.6M | 74k | 49.24 |
| 2023-12-31 | $3.4M | 71k | 47.24 |
| 2023-09-30 | $3.1M | 74k | 41.42 |
| 2023-06-30 | $3.3M | 74k | 43.80 |
| 2023-03-31 | $3.2M | 76k | 41.93 |
| 2022-12-31 | $2.9M | 73k | 40.51 |
More positions owned by Lodestar Private Asset Management
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