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Schwab Strategic Tr shares owned by Lodestar Private Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) 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
2026-03-31 $204k 8.0k 25.55

More positions owned by Lodestar Private Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Total (IXUS)
Spdr Index Shs Fds State Street Spd (CWI)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Bloomberg Intl (IBND)

View all positions for Lodestar Private Asset Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Goldman Sachs Group
Schwallier Wealth Management
Summit Financial
Susquehanna International
Citadel Advisors
Jane Street
Mercer Global Advisors
LPL Financial
Creative Planning
Aspetuck Financial Management
Bank of America Corporation
CoreCap Advisors

View all funds holding Schwab Strategic Tr