Lodestar Private Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66M	Sell	56,849 -2,323	-4%	-$72.2K	0.16%	83
2025 Q4	$1.93M	Buy	59,172 +154	+0.3%	+$5.01K	0.19%	75
2025 Q3	$1.88M	Sell	59,018 -26,888	-31%	-$819K	0.2%	77
2025 Q2	$2.51M	Buy	85,906 +7,991	+10%	+$211K	0.29%	64
2025 Q1	$1.95M	Sell	77,915 -1,912	-2%	-$52.4K	0.25%	69
2024 Q4	$2.22M	Buy	79,827 +1,255	+2%	+$34.3K	0.28%	66
2024 Q3	$2.05M	Sell	78,572 -3,592	-4%	-$90.4K	0.26%	70
2024 Q2	$2.07M	Sell	82,164 -1,068	-1%	-$25.2K	0.29%	69
2024 Q1	$1.93M	Buy	83,232 +2,968	+4%	+$65.6K	0.28%	70
2023 Q4	$1.66M	Buy	80,264 +744	+0.9%	+$14.4K	0.26%	76
2023 Q3	$1.45M	Sell	79,520 -1,112	-1%	-$20.9K	0.25%	72
2023 Q2	$1.51M	Sell	80,632 -3,232	-4%	-$55.4K	0.25%	71
2023 Q1	$1.37M	Sell	83,864 -1,044	-1%	-$15.8K	0.24%	76
2022 Q4	$1.18M	Buy	+84,908	New	+$1.22M	0.23%	75

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Lodestar Private Asset Management's SCHG Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.9% in Q1 2026, selling an estimated $72.2K and leaving 56,849 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #83.

Lodestar Private Asset Management first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.51M in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Lodestar Private Asset Management held 56,849 shares of Schwab US Large-Cap Growth ETF worth $1.66M as of Q1 2026.
Lodestar Private Asset Management sold 2,323 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $72.2K.
Schwab US Large-Cap Growth ETF made up 0.16% of Lodestar Private Asset Management's portfolio in Q1 2026, its #83 holding.
Lodestar Private Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Schwab US Large-Cap Growth ETF position peaked at $2.51M in Q2 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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