LPAM
Lodestar Private Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
96,367
+1,547
| +2% | +$37.7K | 0.27% | 66 |
|
|
2025
Q1 | $2.31M | Buy |
94,820
+5,771
| +6% | +$140K | 0.29% | 64 |
|
|
2024
Q4 | $2.14M | Buy |
89,049
+46,243
| +108% | +$1.11M | 0.27% | 68 |
|
|
2024
Q3 | $2.1M | Buy |
42,806
+5,064
| +13% | +$248K | 0.27% | 69 |
|
|
2024
Q2 | $1.82M | Buy |
37,742
+102
| +0.3% | +$4.91K | 0.25% | 73 |
|
|
2024
Q1 | $1.81M | Buy |
37,640
+395
| +1% | +$19K | 0.26% | 72 |
|
|
2023
Q4 | $1.8M | Sell |
37,245
-366
| -1% | -$17.7K | 0.28% | 71 |
|
|
2023
Q3 | $1.8M | Buy |
37,611
+12,970
| +53% | +$621K | 0.31% | 66 |
|
|
2023
Q2 | $1.18M | Sell |
24,641
-689
| -3% | -$33.1K | 0.2% | 80 |
|
|
2023
Q1 | $1.24M | Sell |
25,330
-21,791
| -46% | -$1.06M | 0.22% | 80 |
|
|
2022
Q4 | $2.27M | Buy |
+47,121
| New | +$2.27M | 0.44% | 55 |
|