Lodestar Private Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
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|
2025
Q1 | $3.71M | Buy |
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|
2024
Q4 | $3.96M | Buy |
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|
2024
Q3 | $3.85M | Buy |
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|
2024
Q2 | $3.52M | Buy |
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|
2024
Q1 | $3.64M | Buy |
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|
2023
Q4 | $3.37M | Sell |
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|
2023
Q3 | $3.08M | Buy |
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|
2023
Q2 | $3.26M | Sell |
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|
2023
Q1 | $3.18M | Buy |
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|
2022
Q4 | $2.95M | Buy |
|