Schwab Strategic Tr us aggregate b shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 70k | 23.47 |
| 2025-06-30 | $1.6M | 70k | 23.24 |
| 2025-03-31 | $1.8M | 76k | 23.16 |
| 2024-12-31 | $1.9M | 83k | 22.70 |
| 2024-09-30 | $2.2M | 46k | 47.52 |
| 2024-06-30 | $2.4M | 53k | 45.58 |
| 2024-03-31 | $2.7M | 58k | 46.00 |
| 2023-12-31 | $3.2M | 68k | 46.62 |
| 2023-09-30 | $5.1M | 115k | 44.23 |
| 2023-06-30 | $8.0M | 172k | 46.16 |
| 2023-03-31 | $8.3M | 177k | 46.91 |
| 2022-12-31 | $4.4M | 96k | 45.65 |
More positions owned by Lodestar Private Asset Management
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b