LPAM
Lodestar Private Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
3,250
-354
| -10% | -$32.3K | 0.03% | 189 |
|
|
2025
Q1 | $282K | Sell |
3,604
-207
| -5% | -$16.2K | 0.04% | 182 |
|
|
2024
Q4 | $282K | Sell |
3,811
-1,289
| -25% | -$95.4K | 0.04% | 184 |
|
|
2024
Q3 | $331K | Buy |
5,100
+2
| +0% | +$130 | 0.04% | 166 |
|
|
2024
Q2 | $376K | Sell |
5,098
-264
| -5% | -$19.5K | 0.05% | 156 |
|
|
2024
Q1 | $388K | Buy |
5,362
+34
| +0.6% | +$2.46K | 0.06% | 153 |
|
|
2023
Q4 | $367K | Buy |
5,328
+53
| +1% | +$3.65K | 0.06% | 152 |
|
|
2023
Q3 | $290K | Buy |
5,275
+1,167
| +28% | +$64.1K | 0.05% | 155 |
|
|
2023
Q2 | $233K | Buy |
4,108
+16
| +0.4% | +$907 | 0.04% | 183 |
|
|
2023
Q1 | $214K | Buy |
4,092
+251
| +7% | +$13.1K | 0.04% | 184 |
|
|
2022
Q4 | $320K | Buy |
+3,841
| New | +$320K | 0.06% | 153 |
|