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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 Strategic Tr by Lodestar Private Asset Management

Quarter filed Position value Share count Share price at filing
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