Lodestar Private Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Lodestar Private Asset Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 4.8% in Q2 2026, buying an estimated $782K and bringing the position to 494,924 shares worth $18.2M. The position accounts for 1.58% of the portfolio, ranked #19.

Lodestar Private Asset Management first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

• Lodestar Private Asset Management held 494,924 shares of Schwab US Mid-Cap ETF worth $18.2M as of Q2 2026.
• Lodestar Private Asset Management bought 22,723 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $782K.
• Schwab US Mid-Cap ETF made up 1.58% of Lodestar Private Asset Management's portfolio in Q2 2026, its #19 holding.
• Lodestar Private Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
• 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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