Lodestar Private Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.85M	Buy	78,620 +1,128	+1%	+$40.3K	0.25%	68
2026 Q1	$2.55M	Buy	77,492 +4,779	+7%	+$163K	0.25%	69
2025 Q4	$2.38M	Buy	72,713 +3,831	+6%	+$128K	0.24%	71
2025 Q3	$2.3M	Buy	68,882 +1,209	+2%	+$38.1K	0.24%	71
2025 Q2	$2.04M	Sell	67,673 -4,931	-7%	-$140K	0.24%	69
2025 Q1	$2M	Sell	72,604 -87	-0.1%	-$2.38K	0.25%	68
2024 Q4	$1.94M	Buy	72,691 +3,829	+6%	+$108K	0.24%	72
2024 Q3	$2.01M	Sell	68,862 -702	-1%	-$19K	0.26%	72
2024 Q2	$1.85M	Sell	69,564 -624	-0.9%	-$16.3K	0.25%	72
2024 Q1	$1.77M	Buy	70,188 +1,538	+2%	+$37.8K	0.25%	75
2023 Q4	$1.7M	Sell	68,650 -3,154	-4%	-$75.8K	0.26%	74
2023 Q3	$1.72M	Buy	71,804 +2,262	+3%	+$56K	0.29%	68
2023 Q2	$1.71M	Sell	69,542 -2,750	-4%	-$67.2K	0.29%	66
2023 Q1	$1.77M	Buy	72,292 +4,738	+7%	+$117K	0.32%	62
2022 Q4	$1.6M	Buy	+67,554	New	+$1.57M	0.31%	69

Other funds holding SCHE

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lodestar Private Asset Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.5% in Q2 2026, buying an estimated $40.3K and bringing the position to 78,620 shares worth $2.85M. The position accounts for 0.25% of the portfolio, ranked #68.

Lodestar Private Asset Management first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Lodestar Private Asset Management held 78,620 shares of Schwab Emerging Markets Equity ETF worth $2.85M as of Q2 2026.
Lodestar Private Asset Management bought 1,128 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $40.3K.
Schwab Emerging Markets Equity ETF made up 0.25% of Lodestar Private Asset Management's portfolio in Q2 2026, its #68 holding.
Lodestar Private Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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