Lodestar Private Asset Management LLC Schwab Strategic U.S. Reit ETF Transaction History

Lodestar Private Asset Management LLC

$989 Million
Q4 2025

A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 25,115 shares of SCHH stock, worth $532,438. This represents 0.05% of its overall portfolio holdings.

Number of Shares

25,115

Previous 24,164 3.94%

Holding current value

$532,438

Previous $521,000 2.11%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$20.85 - $21.86 $19,828 - $20,788	951 Added 3.94%	25,115 $532,000
Q3 2025 Oct 28, 2025	SELL	$20.76 - $21.78 $103 - $108	-5 Reduced 0.02%	24,164 $521,000
Q2 2025 Jul 25, 2025	BUY	$18.94 - $21.67 $16,136 - $18,462	852 Added 3.65%	24,169 $511,000
Q1 2025 Apr 25, 2025	SELL	$20.2 - $22.24 $8,100 - $8,918	-401 Reduced 1.69%	23,317 $501,000
Q4 2024 Jan 28, 2025	BUY	$20.55 - $23.26 $13,645 - $15,444	664 Added 2.88%	23,718 $499,000

Q3 2024 Oct 25, 2024	BUY	$19.78 - $23.53 $7,417 - $8,823	375 Added 1.65%	23,054 $534,000
Q2 2024 Jul 30, 2024	BUY	$18.53 - $20.2 $12,118 - $13,210	654 Added 2.97%	22,679 $452,000
Q1 2024 Apr 25, 2024	BUY	$19.39 - $20.93 $2,171 - $2,344	112 Added 0.51%	22,025 $447 Million
Q4 2023 Jan 29, 2024	SELL	$16.76 - $20.95 $16,977 - $21,222	-1,013 Reduced 4.42%	21,913 $454 Million
Q3 2023 Oct 31, 2023	BUY	$17.52 - $20.27 $8,251 - $9,547	471 Added 2.1%	22,926 $407 Million
Q2 2023 Jul 27, 2023	SELL	$18.34 - $19.64 $36,973 - $39,594	-2,016 Reduced 8.24%	22,455 $439 Million
Q1 2023 Apr 25, 2023	SELL	$18.01 - $21.78 $32,399 - $39,182	-1,799 Reduced 6.85%	24,471 $477 Million
Q4 2022 Feb 02, 2023	BUY	$17.68 - $20.46 $464,453 - $537,484	26,270 New	26,270 $507 Million

Others Institutions Holding SCHH

# of Institutions

602

Shares Held

184M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Lodestar Private Asset Management LLC Schwab Strategic U.S. Reit ETF Transaction History