LPAM
Lodestar Private Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
31,756
+7,069
| +29% | +$196K | 0.1% | 107 |
|
|
2025
Q1 | $656K | Sell |
24,687
-1,810
| -7% | -$48.1K | 0.08% | 123 |
|
|
2024
Q4 | $691K | Buy |
26,497
+17,667
| +200% | +$461K | 0.09% | 118 |
|
|
2024
Q3 | $710K | Sell |
8,830
-422
| -5% | -$33.9K | 0.09% | 116 |
|
|
2024
Q2 | $685K | Sell |
9,252
-63
| -0.7% | -$4.67K | 0.09% | 115 |
|
|
2024
Q1 | $708K | Sell |
9,315
-103
| -1% | -$7.83K | 0.1% | 112 |
|
|
2023
Q4 | $660K | Sell |
9,418
-46
| -0.5% | -$3.23K | 0.1% | 116 |
|
|
2023
Q3 | $610K | Buy |
9,464
+58
| +0.6% | +$3.74K | 0.1% | 114 |
|
|
2023
Q2 | $631K | Buy |
9,406
+10
| +0.1% | +$671 | 0.11% | 111 |
|
|
2023
Q1 | $616K | Sell |
9,396
-891
| -9% | -$58.4K | 0.11% | 109 |
|
|
2022
Q4 | $679K | Buy |
+10,287
| New | +$679K | 0.13% | 105 |
|