Lodestar Private Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
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|
2025
Q1 | $656K | Sell |
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|
2024
Q4 | $691K | Buy |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $685K | Sell |
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|
2024
Q1 | $708K | Sell |
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|
2023
Q4 | $660K | Sell |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $631K | Buy |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $679K | Buy |
|