LODESTAR PRIVATE ASSET MANAGEMENT LLC SCHD Holdings History
LODESTAR PRIVATE ASSET MANAGEMENT LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, LODESTAR PRIVATE ASSET MANAGEMENT LLC held 1.19 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $33.16 Mil. This investment constitutes 4.17% of their stock portfolio, and LODESTAR PRIVATE ASSET MANAGEMENT LLC now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then LODESTAR PRIVATE ASSET MANAGEMENT LLC has made 7 purchases of SCHD, at an average price of $42.26, for a total of 1.22 Mil shares. In addition, there have been 2 sales at an average price of $71.40 for 31,568.00 shares. Based on historical transaction data and SCHD's current price of $26.34, LODESTAR PRIVATE ASSET MANAGEMENT LLC's estimated gain on his SCHD holdings is $-17.97 Mil, reflecting a -34.92% gain to date.
LODESTAR PRIVATE ASSET MANAGEMENT LLC SCHD ($26.34) Holding Chart
LODESTAR PRIVATE ASSET MANAGEMENT LLC SCHD ($26.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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