Lodestar Private Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.96M	Buy	122,656 +805	+0.7%	+$19.5K	0.26%	66
2026 Q1	$2.96M	Buy	121,851 +3,964	+3%	+$96.5K	0.29%	63
2025 Q4	$2.87M	Buy	117,887 +7,497	+7%	+$183K	0.29%	64
2025 Q3	$2.69M	Buy	110,390 +14,023	+15%	+$341K	0.28%	64
2025 Q2	$2.35M	Buy	96,367 +1,547	+2%	+$37.6K	0.27%	66
2025 Q1	$2.31M	Buy	94,820 +5,771	+6%	+$140K	0.29%	64
2024 Q4	$2.14M	Buy	89,049 +3,437	+4%	+$83.2K	0.27%	68
2024 Q3	$2.1M	Buy	85,612 +10,128	+13%	+$246K	0.27%	69
2024 Q2	$1.82M	Buy	75,484 +204	+0.3%	+$4.89K	0.25%	73
2024 Q1	$1.81M	Buy	75,280 +790	+1%	+$19.1K	0.26%	72
2023 Q4	$1.8M	Sell	74,490 -732	-1%	-$17.6K	0.28%	71
2023 Q3	$1.8M	Buy	75,222 +25,940	+53%	+$622K	0.31%	66
2023 Q2	$1.18M	Sell	49,282 -1,378	-3%	-$33.4K	0.2%	80
2023 Q1	$1.24M	Sell	50,660 -43,582	-46%	-$1.06M	0.22%	80
2022 Q4	$2.27M	Buy	+94,242	New	+$2.27M	0.44%	55

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Lodestar Private Asset Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.66% in Q2 2026, buying an estimated $19.5K and bringing the position to 122,656 shares worth $2.96M. The position accounts for 0.26% of the portfolio, ranked #66.

Lodestar Private Asset Management first reported a position in SCHO in Q4 2022 and has held it in 15 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Lodestar Private Asset Management held 122,656 shares of Schwab Short-Term US Treasury ETF worth $2.96M as of Q2 2026.
Lodestar Private Asset Management bought 805 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $19.5K.
Schwab Short-Term US Treasury ETF made up 0.26% of Lodestar Private Asset Management's portfolio in Q2 2026, its #66 holding.
Lodestar Private Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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