LPAM
Lodestar Private Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
200,424
+42,145
| +27% | +$1.07M | 0.58% | 45 |
|
|
2025
Q1 | $3.71M | Buy |
158,279
+5,290
| +3% | +$124K | 0.47% | 51 |
|
|
2024
Q4 | $3.96M | Buy |
152,989
+78,326
| +105% | +$2.03M | 0.49% | 49 |
|
|
2024
Q3 | $3.85M | Buy |
74,663
+516
| +0.7% | +$26.6K | 0.49% | 49 |
|
|
2024
Q2 | $3.52M | Buy |
74,147
+294
| +0.4% | +$14K | 0.48% | 50 |
|
|
2024
Q1 | $3.64M | Buy |
73,853
+2,491
| +3% | +$123K | 0.52% | 50 |
|
|
2023
Q4 | $3.37M | Sell |
71,362
-3,039
| -4% | -$144K | 0.52% | 47 |
|
|
2023
Q3 | $3.08M | Buy |
74,401
+28
| +0% | +$1.16K | 0.53% | 50 |
|
|
2023
Q2 | $3.26M | Sell |
74,373
-1,357
| -2% | -$59.4K | 0.55% | 48 |
|
|
2023
Q1 | $3.18M | Buy |
75,730
+2,998
| +4% | +$126K | 0.57% | 43 |
|
|
2022
Q4 | $2.95M | Buy |
+72,732
| New | +$2.95M | 0.57% | 45 |
|