Lodestar Private Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
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|
2025
Q1 | $9.97M | Buy |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $9.52M | Buy |
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|
2024
Q2 | $7.93M | Buy |
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|
2024
Q1 | $7.99M | Buy |
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|
2023
Q4 | $7.21M | Buy |
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|
2023
Q3 | $5.61M | Buy |
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|
2023
Q2 | $4.44M | Buy |
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|
2023
Q1 | $2.91M | Buy |
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|
2022
Q4 | $1.98M | Buy |
|