LPAM
Lodestar Private Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
389,628
+8,942
| +2% | +$251K | 1.26% | 26 |
|
|
2025
Q1 | $9.97M | Buy |
380,686
+15,678
| +4% | +$411K | 1.25% | 26 |
|
|
2024
Q4 | $10.1M | Buy |
365,008
+250,470
| +219% | +$6.94M | 1.26% | 25 |
|
|
2024
Q3 | $9.52M | Buy |
114,538
+12,680
| +12% | +$1.05M | 1.21% | 23 |
|
|
2024
Q2 | $7.93M | Buy |
101,858
+3,744
| +4% | +$291K | 1.09% | 27 |
|
|
2024
Q1 | $7.99M | Buy |
98,114
+2,404
| +3% | +$196K | 1.14% | 27 |
|
|
2023
Q4 | $7.21M | Buy |
95,710
+12,826
| +15% | +$966K | 1.11% | 29 |
|
|
2023
Q3 | $5.61M | Buy |
82,884
+20,382
| +33% | +$1.38M | 0.96% | 28 |
|
|
2023
Q2 | $4.44M | Buy |
62,502
+19,560
| +46% | +$1.39M | 0.74% | 36 |
|
|
2023
Q1 | $2.91M | Buy |
42,942
+12,839
| +43% | +$871K | 0.52% | 49 |
|
|
2022
Q4 | $1.98M | Buy |
+30,103
| New | +$1.98M | 0.38% | 61 |
|