Schwab U S Broad Market ETF shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 221k | 66.52 |
| 2024-06-30 | $14M | 223k | 62.87 |
| 2024-03-31 | $14M | 234k | 61.05 |
| 2023-12-31 | $13M | 240k | 55.67 |
| 2023-09-30 | $12M | 248k | 49.85 |
| 2023-06-30 | $13M | 250k | 51.70 |
| 2023-03-31 | $12M | 258k | 47.85 |
| 2022-12-31 | $12M | 277k | 44.81 |
More positions owned by Lodestar Private Asset Management
View all positions for Lodestar Private Asset Management