LPAM
SCHV

Lodestar Private Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Lodestar Private Asset Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$983K Buy
32,223
+255
+0.8% +$7.95K 0.1% 103
2025
Q4 		$947K Buy
31,968
+9
+0% +$263 0.1% 106
2025
Q3 		$930K Buy
31,959
+203
+0.6% +$5.77K 0.1% 106
2025
Q2 		$879K Buy
31,756
+7,069
+29% +$186K 0.1% 107
2025
Q1 		$656K Sell
24,687
-1,810
-7% -$48.6K 0.08% 123
2024
Q4 		$691K Buy
26,497
+7
+0% +$189 0.09% 118
2024
Q3 		$710K Sell
26,490
-1,266
-5% -$32.5K 0.09% 116
2024
Q2 		$685K Sell
27,756
-189
-0.7% -$4.67K 0.09% 115
2024
Q1 		$708K Sell
27,945
-309
-1% -$7.41K 0.1% 112
2023
Q4 		$660K Sell
28,254
-138
-0.5% -$3.02K 0.1% 116
2023
Q3 		$610K Buy
28,392
+174
+0.6% +$3.91K 0.1% 114
2023
Q2 		$631K Buy
28,218
+30
+0.1% +$655 0.11% 111
2023
Q1 		$616K Sell
28,188
-2,673
-9% -$59.4K 0.11% 109
2022
Q4 		$679K Buy
+30,861
New +$668K 0.13% 105

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lodestar Private Asset Management's SCHV Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.8% in Q1 2026, buying an estimated $7.95K and bringing the position to 32,223 shares worth $983K. The position accounts for 0.1% of the portfolio, ranked #103.

Lodestar Private Asset Management first reported a position in SCHV in Q4 2022 and has held it in 14 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Lodestar Private Asset Management held 32,223 shares of Schwab US Large-Cap Value ETF worth $983K as of Q1 2026.
  • Lodestar Private Asset Management bought 255 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $7.95K.
  • Schwab US Large-Cap Value ETF made up 0.1% of Lodestar Private Asset Management's portfolio in Q1 2026, its #103 holding.
  • Lodestar Private Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.