LPAM
Lodestar Private Asset Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $947K | Sell |
34,620
-4,704
| -12% | -$129K | 0.11% | 102 |
|
2025
Q1 | $998K | Buy |
39,324
+175
| +0.4% | +$4.44K | 0.13% | 99 |
|
2024
Q4 | $905K | Sell |
39,149
-1,263
| -3% | -$29.2K | 0.11% | 105 |
|
2024
Q3 | $1.06M | Sell |
40,412
-85
| -0.2% | -$2.22K | 0.13% | 95 |
|
2024
Q2 | $955K | Sell |
40,497
-200
| -0.5% | -$4.71K | 0.13% | 100 |
|
2024
Q1 | $987K | Hold |
40,697
| – | – | 0.14% | 98 |
|
2023
Q4 | $1M | Hold |
40,697
| – | – | 0.15% | 89 |
|
2023
Q3 | $936K | Sell |
40,697
-305
| -0.7% | -$7.02K | 0.16% | 90 |
|
2023
Q2 | $982K | Sell |
41,002
-661
| -2% | -$15.8K | 0.16% | 88 |
|
2023
Q1 | $984K | Sell |
41,663
-480
| -1% | -$11.3K | 0.18% | 90 |
|
2022
Q4 | $945K | Buy |
+42,143
| New | +$945K | 0.18% | 88 |
|