Schwab Strategic Tr shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $784k | 28k | 27.94 |
| 2025-06-30 | $947k | 35k | 27.35 |
| 2025-03-31 | $998k | 39k | 25.38 |
| 2024-12-31 | $905k | 39k | 23.12 |
| 2024-09-30 | $1.1M | 40k | 26.17 |
| 2024-06-30 | $955k | 41k | 23.57 |
| 2024-03-31 | $987k | 41k | 24.26 |
| 2023-12-31 | $1.0M | 41k | 24.59 |
| 2023-09-30 | $936k | 41k | 23.00 |
| 2023-06-30 | $982k | 41k | 23.94 |
| 2023-03-31 | $985k | 42k | 23.63 |
| 2022-12-31 | $945k | 42k | 22.42 |
More positions owned by Lodestar Private Asset Management
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