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 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 $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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: Q1 2026 in Review

Lodestar Private Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 4% in Q1 2026, selling an estimated $638K and leaving 578,083 shares worth $14.5M. The position accounts for 1.43% of the portfolio, ranked #23.

Lodestar Private Asset Management first reported a position in SCHB in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.9M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Lodestar Private Asset Management held 578,083 shares of Schwab US Broad Market ETF worth $14.5M as of Q1 2026.
Lodestar Private Asset Management sold 24,333 Schwab US Broad Market ETF shares in Q1 2026, an estimated $638K.
Schwab US Broad Market ETF made up 1.43% of Lodestar Private Asset Management's portfolio in Q1 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 14 quarters since.
Lodestar Private Asset Management's Schwab US Broad Market ETF position peaked at $15.9M in Q3 2025.
1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.