LPAM
Lodestar Private Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Sell |
624,863
-4,176
| -0.7% | -$99.5K | 1.72% | 17 |
|
|
2025
Q1 | $13.5M | Sell |
629,039
-11,093
| -2% | -$239K | 1.7% | 15 |
|
|
2024
Q4 | $14.5M | Buy |
640,132
+419,164
| +190% | +$9.52M | 1.82% | 15 |
|
|
2024
Q3 | $14.7M | Sell |
220,968
-2,412
| -1% | -$160K | 1.87% | 14 |
|
|
2024
Q2 | $14M | Sell |
223,380
-10,961
| -5% | -$689K | 1.93% | 13 |
|
|
2024
Q1 | $14.3M | Sell |
234,341
-5,727
| -2% | -$350K | 2.04% | 12 |
|
|
2023
Q4 | $13.4M | Sell |
240,068
-7,688
| -3% | -$428K | 2.05% | 12 |
|
|
2023
Q3 | $12.4M | Sell |
247,756
-2,470
| -1% | -$123K | 2.11% | 11 |
|
|
2023
Q2 | $12.9M | Sell |
250,226
-7,801
| -3% | -$403K | 2.17% | 11 |
|
|
2023
Q1 | $12.3M | Sell |
258,027
-18,869
| -7% | -$903K | 2.2% | 10 |
|
|
2022
Q4 | $12.4M | Buy |
+276,896
| New | +$12.4M | 2.38% | 8 |
|