Lodestar Private Asset Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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