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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

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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
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

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lodestar Private Asset Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HB Wealth Management
HighTower Advisors
HT Partners
Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF