Schwab Strategic Tr us dividend eq shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in Schwab Strategic Tr us dividend eq
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $31M | 371k | 84.53 |
| 2024-06-30 | $28M | 360k | 77.76 |
| 2024-03-31 | $29M | 355k | 80.63 |
| 2023-12-31 | $26M | 346k | 76.13 |
| 2023-09-30 | $26M | 370k | 70.76 |
| 2023-06-30 | $27M | 367k | 72.62 |
| 2023-03-31 | $27M | 375k | 73.16 |
| 2022-12-31 | $28M | 364k | 75.54 |
More positions owned by Lodestar Private Asset Management
View all positions for Lodestar Private Asset Management
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq