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 csv Download as ExcelQuarterly 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 |
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