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Lodestar Private Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Lodestar Private Asset Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$625K Sell
26,404
-1,185
-4% -$27.6K 0.05% 147
2026
Q1 		$593K Buy
27,589
+2,474
+10% +$54.2K 0.06% 142
2025
Q4 		$525K Buy
25,115
+951
+4% +$20.2K 0.05% 144
2025
Q3 		$521K Sell
24,164
-5
-0% -$107 0.05% 144
2025
Q2 		$511K Buy
24,169
+852
+4% +$17.9K 0.06% 138
2025
Q1 		$502K Sell
23,317
-401
-2% -$8.57K 0.06% 136
2024
Q4 		$499K Buy
23,718
+664
+3% +$14.8K 0.06% 140
2024
Q3 		$534K Buy
23,054
+375
+2% +$8.21K 0.07% 132
2024
Q2 		$453K Buy
22,679
+654
+3% +$12.8K 0.06% 138
2024
Q1 		$447K Buy
22,025
+112
+0.5% +$2.25K 0.06% 137
2023
Q4 		$454K Sell
21,913
-1,013
-4% -$18.8K 0.07% 131
2023
Q3 		$407K Buy
22,926
+471
+2% +$9.06K 0.07% 133
2023
Q2 		$439K Sell
22,455
-2,016
-8% -$38.7K 0.07% 134
2023
Q1 		$477K Sell
24,471
-1,799
-7% -$36K 0.09% 124
2022
Q4 		$507K Buy
+26,270
New +$506K 0.1% 123

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Lodestar Private Asset Management reduced its Schwab US REIT ETF (SCHH) stake by 4.3% in Q2 2026, selling an estimated $27.6K and leaving 26,404 shares worth $625K. The position accounts for 0.05% of the portfolio, ranked #147.

Lodestar Private Asset Management first reported a position in SCHH in Q4 2022 and has held it in 15 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Lodestar Private Asset Management held 26,404 shares of Schwab US REIT ETF worth $625K as of Q2 2026.
  • Lodestar Private Asset Management sold 1,185 Schwab US REIT ETF shares in Q2 2026, an estimated $27.6K.
  • Schwab US REIT ETF made up 0.05% of Lodestar Private Asset Management's portfolio in Q2 2026, its #147 holding.
  • Lodestar Private Asset Management first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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