LPAM
Lodestar Private Asset Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
24,169
+852
| +4% | +$18K | 0.06% | 138 |
|
|
2025
Q1 | $502K | Sell |
23,317
-401
| -2% | -$8.63K | 0.06% | 136 |
|
|
2024
Q4 | $499K | Buy |
23,718
+664
| +3% | +$14K | 0.06% | 140 |
|
|
2024
Q3 | $534K | Buy |
23,054
+375
| +2% | +$8.69K | 0.07% | 132 |
|
|
2024
Q2 | $453K | Buy |
22,679
+654
| +3% | +$13.1K | 0.06% | 138 |
|
|
2024
Q1 | $447K | Buy |
22,025
+112
| +0.5% | +$2.27K | 0.06% | 137 |
|
|
2023
Q4 | $454K | Sell |
21,913
-1,013
| -4% | -$21K | 0.07% | 131 |
|
|
2023
Q3 | $407K | Buy |
22,926
+471
| +2% | +$8.36K | 0.07% | 133 |
|
|
2023
Q2 | $439K | Sell |
22,455
-2,016
| -8% | -$39.4K | 0.07% | 134 |
|
|
2023
Q1 | $477K | Sell |
24,471
-1,799
| -7% | -$35.1K | 0.09% | 124 |
|
|
2022
Q4 | $507K | Buy |
+26,270
| New | +$507K | 0.1% | 123 |
|