Lodestar Private Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$272K	Hold	12,000	–	–	0.02%	201
2026 Q1	$272K	Buy	+12,000	New	+$275K	0.03%	200

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Lodestar Private Asset Management held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 12,000 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #201.

Lodestar Private Asset Management first reported a position in SCHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $272K in Q1 2026. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Lodestar Private Asset Management held 12,000 shares of Schwab 5-10 Year Corporate Bond ETF worth $272K as of Q2 2026.
Lodestar Private Asset Management left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #201 holding.
Lodestar Private Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Lodestar Private Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $272K in Q1 2026.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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