LPAM
Lodestar Private Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
69,487
-6,834
| -9% | -$159K | 0.19% | 79 |
|
|
2025
Q1 | $1.77M | Sell |
76,321
-6,902
| -8% | -$160K | 0.22% | 77 |
|
|
2024
Q4 | $1.89M | Buy |
83,223
+36,798
| +79% | +$835K | 0.24% | 73 |
|
|
2024
Q3 | $2.21M | Sell |
46,425
-6,452
| -12% | -$307K | 0.28% | 67 |
|
|
2024
Q2 | $2.41M | Sell |
52,877
-4,971
| -9% | -$227K | 0.33% | 64 |
|
|
2024
Q1 | $2.66M | Sell |
57,848
-10,445
| -15% | -$480K | 0.38% | 58 |
|
|
2023
Q4 | $3.18M | Sell |
68,293
-46,430
| -40% | -$2.16M | 0.49% | 53 |
|
|
2023
Q3 | $5.07M | Sell |
114,723
-57,648
| -33% | -$2.55M | 0.87% | 34 |
|
|
2023
Q2 | $7.96M | Sell |
172,371
-4,198
| -2% | -$194K | 1.34% | 22 |
|
|
2023
Q1 | $8.28M | Buy |
176,569
+80,760
| +84% | +$3.79M | 1.48% | 19 |
|
|
2022
Q4 | $4.37M | Buy |
+95,809
| New | +$4.37M | 0.84% | 31 |
|