Lodestar Private Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.3M	Sell	562,821 -15,262	-3%	-$427K	1.41%	23
2026 Q1	$14.5M	Sell	578,083 -24,333	-4%	-$638K	1.43%	23
2025 Q4	$15.8M	Sell	602,416 -16,090	-3%	-$419K	1.59%	19
2025 Q3	$15.9M	Sell	618,506 -6,357	-1%	-$157K	1.66%	18
2025 Q2	$14.9M	Sell	624,863 -4,176	-0.7%	-$92K	1.72%	17
2025 Q1	$13.5M	Sell	629,039 -11,093	-2%	-$252K	1.7%	15
2024 Q4	$14.5M	Sell	640,132 -22,772	-3%	-$520K	1.82%	15
2024 Q3	$14.7M	Sell	662,904 -7,236	-1%	-$154K	1.87%	14
2024 Q2	$14M	Sell	670,140 -32,883	-5%	-$666K	1.93%	13
2024 Q1	$14.3M	Sell	703,023 -17,181	-2%	-$332K	2.04%	12
2023 Q4	$13.4M	Sell	720,204 -23,064	-3%	-$398K	2.05%	12
2023 Q3	$12.4M	Sell	743,268 -7,410	-1%	-$128K	2.11%	11
2023 Q2	$12.9M	Sell	750,678 -23,403	-3%	-$381K	2.17%	11
2023 Q1	$12.3M	Sell	774,081 -56,607	-7%	-$885K	2.2%	10
2022 Q4	$12.4M	Buy	+830,688	New	+$12.5M	2.38%	8

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Lodestar Private Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.6% in Q2 2026, selling an estimated $427K and leaving 562,821 shares worth $16.3M. The position accounts for 1.41% of the portfolio, ranked #23.

Lodestar Private Asset Management first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Lodestar Private Asset Management held 562,821 shares of Schwab US Broad Market ETF worth $16.3M as of Q2 2026.
Lodestar Private Asset Management sold 15,262 Schwab US Broad Market ETF shares in Q2 2026, an estimated $427K.
Schwab US Broad Market ETF made up 1.41% of Lodestar Private Asset Management's portfolio in Q2 2026, its #23 holding.
Lodestar Private Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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