Lodestar Private Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lodestar Private Asset Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.64M	Sell	211,573 -449	-0.2%	-$14.8K	0.66%	39
2026 Q1	$6.17M	Buy	212,022 +4,462	+2%	+$134K	0.61%	44
2025 Q4	$5.91M	Buy	207,560 +2,581	+1%	+$72.9K	0.59%	45
2025 Q3	$5.72M	Buy	204,979 +4,555	+2%	+$122K	0.6%	45
2025 Q2	$5.07M	Buy	200,424 +42,145	+27%	+$996K	0.58%	45
2025 Q1	$3.71M	Buy	158,279 +5,290	+3%	+$135K	0.47%	51
2024 Q4	$3.96M	Buy	152,989 +3,663	+2%	+$97.5K	0.49%	49
2024 Q3	$3.85M	Buy	149,326 +1,032	+0.7%	+$25.6K	0.49%	49
2024 Q2	$3.52M	Buy	148,294 +588	+0.4%	+$13.9K	0.48%	50
2024 Q1	$3.64M	Buy	147,706 +4,982	+3%	+$117K	0.52%	50
2023 Q4	$3.37M	Sell	142,724 -6,078	-4%	-$128K	0.52%	47
2023 Q3	$3.08M	Buy	148,802 +56	+0%	+$1.23K	0.53%	50
2023 Q2	$3.26M	Sell	148,746 -2,714	-2%	-$56.6K	0.55%	48
2023 Q1	$3.18M	Buy	151,460 +5,996	+4%	+$129K	0.57%	43
2022 Q4	$2.95M	Buy	+145,464	New	+$2.98M	0.57%	45

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lodestar Private Asset Management's SCHA Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.21% in Q2 2026, selling an estimated $14.8K and leaving 211,573 shares worth $7.64M. The position accounts for 0.66% of the portfolio, ranked #39.

Lodestar Private Asset Management first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Lodestar Private Asset Management held 211,573 shares of Schwab U.S Small- Cap ETF worth $7.64M as of Q2 2026.
Lodestar Private Asset Management sold 449 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $14.8K.
Schwab U.S Small- Cap ETF made up 0.66% of Lodestar Private Asset Management's portfolio in Q2 2026, its #39 holding.
Lodestar Private Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.