Schwab U S Large Cap Growth ETF shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 59k | 31.91 |
| 2025-06-30 | $2.5M | 86k | 29.21 |
| 2025-03-31 | $2.0M | 78k | 25.04 |
| 2024-12-31 | $2.2M | 80k | 27.87 |
| 2024-09-30 | $2.0M | 20k | 104.18 |
| 2024-06-30 | $2.1M | 21k | 100.84 |
| 2024-03-31 | $1.9M | 21k | 92.72 |
| 2023-12-31 | $1.7M | 20k | 82.96 |
| 2023-09-30 | $1.4M | 20k | 72.72 |
| 2023-06-30 | $1.5M | 20k | 74.95 |
| 2023-03-31 | $1.4M | 21k | 65.17 |
| 2022-12-31 | $1.2M | 21k | 55.56 |
More positions owned by Lodestar Private Asset Management
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