Lodestar Private Asset Management LLC Schwab Strategic Tr Us Large C Transaction History
Lodestar Private Asset Management LLC
- $795 Million
- Q4 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 495,189 shares of SCHX stock, worth $12 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
495,189
Previous 168,261
194.3%
Holding current value
$12 Million
Previous $11.4 Million
0.54%
% of portfolio
1.44%
Previous 1.38%
Shares
9 transactions
Others Institutions Holding SCHX
# of Institutions
1,460Shares Held
1.06BCall Options Held
51.4KPut Options Held
1.2K-
Us Bancorp \De\206MShares$5 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$2 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$851 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$778 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$635 Million8.63% of portfolio