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LODESTAR PRIVATE ASSET MANAGEMENT LLC → SCHW-PJ
LODESTAR PRIVATE ASSET MANAGEMENT LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
93
Latest value
$2.7M
Q3 2026
Peak value
$33.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $310K |
| Q3 2025 | $15.9M |
| Q3 2025 | $13.7M |
| Q3 2025 | $1.9M |
| Q3 2025 | $930K |
| Q3 2025 | $12.3M |
| Q3 2025 | $5.7M |
| Q3 2025 | $784K |
| Q3 2025 | $2.3M |
| Q3 2025 | $332K |
| Q3 2025 | $493K |
| Q3 2025 | $3.3M |
| Q3 2025 | $33.5M |
| Q3 2025 | $8.8M |
| Q3 2025 | $1.6M |
| Q3 2025 | $521K |
| Q3 2025 | $2.7M |
| Q3 2025 | $3.2M |
| Q4 2025 | $314K |
| Q4 2025 | $15.8M |
| Q4 2025 | $14.1M |
| Q4 2025 | $1.9M |
| Q4 2025 | $947K |
| Q4 2025 | $13.5M |
| Q4 2025 | $5.9M |
| Q4 2025 | $840K |
| Q4 2025 | $2.4M |
| Q4 2025 | $351K |
| Q4 2025 | $491K |
| Q4 2025 | $3.4M |
| Q4 2025 | $21.3M |
| Q4 2025 | $8.9M |
| Q4 2025 | $1.6M |
| Q4 2025 | $525K |
| Q4 2025 | $2.9M |
| Q4 2025 | $3.3M |
| Q1 2026 | $252K |
| Q1 2026 | $14.5M |
| Q1 2026 | $14M |
| Q1 2026 | $1.7M |
| Q1 2026 | $983K |
| Q1 2026 | $14.6M |
| Q1 2026 | $6.2M |
| Q1 2026 | $887K |
| Q1 2026 | $2.6M |
| Q1 2026 | $242K |
| Q1 2026 | $576K |
| Q1 2026 | $624K |
| Q1 2026 | $3.5M |
| Q1 2026 | $19.7M |
| Q1 2026 | $9.1M |
| Q1 2026 | $1.7M |
| Q1 2026 | $593K |
| Q1 2026 | $3M |
| Q1 2026 | $3.3M |
| Q2 2026 | $247K |
| Q2 2026 | $16.3M |
| Q2 2026 | $16.2M |
| Q2 2026 | $1.9M |
| Q2 2026 | $1.3M |
| Q2 2026 | $18.2M |
| Q2 2026 | $7.6M |
| Q2 2026 | $890K |
| Q2 2026 | $2.9M |
| Q2 2026 | $241K |
| Q2 2026 | $676K |
| Q2 2026 | $721K |
| Q2 2026 | $3.8M |
| Q2 2026 | $18.5M |
| Q2 2026 | $9.8M |
| Q2 2026 | $1.8M |
| Q2 2026 | $625K |
| Q2 2026 | $3M |
| Q2 2026 | $3.4M |
| Q3 2026 | $262K |
| Q3 2026 | $15.6M |
| Q3 2026 | $16.1M |
| Q3 2026 | $2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $16.2M |
| Q3 2026 | $6.7M |
| Q3 2026 | $837K |
| Q3 2026 | $2.8M |
| Q3 2026 | $253K |
| Q3 2026 | $670K |
| Q3 2026 | $636K |
| Q3 2026 | $3.7M |
| Q3 2026 | $17.2M |
| Q3 2026 | $9.9M |
| Q3 2026 | $1.8M |
| Q3 2026 | $569K |
| Q3 2026 | $3.5M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 109.0K | — | — |
| Q3 2026 | $3.5M | 146.2K | — | — |
| Q3 2026 | $569K | 25.8K | — | — |
| Q3 2026 | $1.8M | 80.0K | — | — |
| Q3 2026 | $9.9M | 360.1K | — | — |
| Q3 2026 | $17.2M | 528.8K | — | — |
| Q3 2026 | $3.7M | 118.5K | — | — |
| Q3 2026 | $636K | 18.2K | — | — |
| Q3 2026 | $670K | 12.5K | — | — |
| Q3 2026 | $253K | 6.1K | — | — |
| Q3 2026 | $2.8M | 76.9K | — | — |
| Q3 2026 | $837K | 26.6K | — | — |
| Q3 2026 | $6.7M | 204.1K | — | — |
| Q3 2026 | $16.2M | 477.0K | — | — |
| Q3 2026 | $1.2M | 36.4K | — | — |
| Q3 2026 | $2M | 55.3K | — | — |
| Q3 2026 | $16.1M | 535.2K | — | — |
| Q3 2026 | $15.6M | 533.9K | — | — |
| Q3 2026 | $262K | 2.7K | — | — |
| Q2 2026 | $3.4M | 129.5K | — | — |
| Q2 2026 | $3M | 122.7K | — | — |
| Q2 2026 | $625K | 26.4K | — | — |
| Q2 2026 | $1.8M | 76.2K | — | — |
| Q2 2026 | $9.8M | 355.2K | — | — |
| Q2 2026 | $18.5M | 584.5K | — | — |
| Q2 2026 | $3.8M | 121.7K | — | — |
| Q2 2026 | $721K | 18.9K | — | — |
| Q2 2026 | $676K | 12.8K | — | — |
| Q2 2026 | $241K | 6.1K | — | — |
| Q2 2026 | $2.9M | 78.6K | — | — |
| Q2 2026 | $890K | 28.0K | — | — |
| Q2 2026 | $7.6M | 211.6K | — | — |
| Q2 2026 | $18.2M | 494.9K | — | — |
| Q2 2026 | $1.3M | 36.8K | — | — |
| Q2 2026 | $1.9M | 55.8K | — | — |
| Q2 2026 | $16.2M | 550.8K | — | — |
| Q2 2026 | $16.3M | 562.8K | — | — |
| Q2 2026 | $247K | 2.7K | — | — |
| Q1 2026 | $3.3M | 125.1K | — | — |
| Q1 2026 | $3M | 121.9K | — | — |
| Q1 2026 | $593K | 27.6K | — | — |
| Q1 2026 | $1.7M | 72.0K | — | — |
| Q1 2026 | $9.1M | 366.1K | — | — |
| Q1 2026 | $19.7M | 643.1K | — | — |
| Q1 2026 | $3.5M | 124.8K | — | — |
| Q1 2026 | $624K | 19.2K | — | — |
| Q1 2026 | $576K | 11.8K | — | — |
| Q1 2026 | $242K | 6.3K | — | — |
| Q1 2026 | $2.6M | 77.5K | — | — |
| Q1 2026 | $887K | 28.0K | — | — |
| Q1 2026 | $6.2M | 212.0K | — | — |
| Q1 2026 | $14.6M | 472.2K | — | — |
| Q1 2026 | $983K | 32.2K | — | — |
| Q1 2026 | $1.7M | 56.8K | — | — |
| Q1 2026 | $14M | 546.7K | — | — |
| Q1 2026 | $14.5M | 578.1K | — | — |
| Q1 2026 | $252K | 2.7K | — | — |
| Q4 2025 | $3.3M | 123.2K | — | — |
| Q4 2025 | $2.9M | 117.9K | — | — |
| Q4 2025 | $525K | 25.1K | — | — |
| Q4 2025 | $1.6M | 70.2K | — | — |
| Q4 2025 | $8.9M | 370.1K | — | — |
| Q4 2025 | $21.3M | 776.3K | — | — |
| Q4 2025 | $3.4M | 125.2K | — | — |
| Q4 2025 | $491K | 15.6K | — | — |
| Q4 2025 | $351K | 7.8K | — | — |
| Q4 2025 | $2.4M | 72.7K | — | — |
| Q4 2025 | $840K | 28.2K | — | — |
| Q4 2025 | $5.9M | 207.6K | — | — |
| Q4 2025 | $13.5M | 449.7K | — | — |
| Q4 2025 | $947K | 32.0K | — | — |
| Q4 2025 | $1.9M | 59.2K | — | — |
| Q4 2025 | $14.1M | 522.2K | — | — |
| Q4 2025 | $15.8M | 602.4K | — | — |
| Q4 2025 | $314K | 3.1K | — | — |
| Q3 2025 | $3.2M | 118.0K | — | — |
| Q3 2025 | $2.7M | 110.4K | — | — |
| Q3 2025 | $521K | 24.2K | — | — |
| Q3 2025 | $1.6M | 69.6K | — | — |
| Q3 2025 | $8.8M | 379.8K | — | — |
| Q3 2025 | $33.5M | 1.23M | — | — |
| Q3 2025 | $3.3M | 127.0K | — | — |
| Q3 2025 | $493K | 15.8K | — | — |
| Q3 2025 | $332K | 7.7K | — | — |
| Q3 2025 | $2.3M | 68.9K | — | — |
| Q3 2025 | $784K | 28.1K | — | — |
| Q3 2025 | $5.7M | 205.0K | — | — |
| Q3 2025 | $12.3M | 414.7K | — | — |
| Q3 2025 | $930K | 32.0K | — | — |
| Q3 2025 | $1.9M | 59.0K | — | — |
| Q3 2025 | $13.7M | 519.6K | — | — |
| Q3 2025 | $15.9M | 618.5K | — | — |
| Q3 2025 | $310K | 3.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B