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 Q2	$1.89M	Sell	55,773 -1,076	-2%	-$35.7K	0.16%	81
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Lodestar Private Asset Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q2 2026, selling an estimated $35.7K and leaving 55,773 shares worth $1.89M. The position accounts for 0.16% of the portfolio, ranked #81.

Lodestar Private Asset Management first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.51M in Q2 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Lodestar Private Asset Management held 55,773 shares of Schwab US Large-Cap Growth ETF worth $1.89M as of Q2 2026.
Lodestar Private Asset Management sold 1,076 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $35.7K.
Schwab US Large-Cap Growth ETF made up 0.16% of Lodestar Private Asset Management's portfolio in Q2 2026, its #81 holding.
Lodestar Private Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's Schwab US Large-Cap Growth ETF position peaked at $2.51M in Q2 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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