Schwab Strategic Tr cmn shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $710k | 8.8k | 80.37 |
| 2024-06-30 | $685k | 9.3k | 74.08 |
| 2024-03-31 | $708k | 9.3k | 75.98 |
| 2023-12-31 | $660k | 9.4k | 70.10 |
| 2023-09-30 | $610k | 9.5k | 64.46 |
| 2023-06-30 | $631k | 9.4k | 67.09 |
| 2023-03-31 | $616k | 9.4k | 65.58 |
| 2022-12-31 | $679k | 10k | 66.02 |
More positions owned by Lodestar Private Asset Management
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