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
Q2 		$1.28M Buy
36,827
+4,604
+14% +$152K 0.11% 96
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 $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Lodestar Private Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 14% in Q2 2026, buying an estimated $152K and bringing the position to 36,827 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #96.

Lodestar Private Asset Management first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Lodestar Private Asset Management held 36,827 shares of Schwab US Large-Cap Value ETF worth $1.28M as of Q2 2026.
  • Lodestar Private Asset Management bought 4,604 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $152K.
  • Schwab US Large-Cap Value ETF made up 0.11% of Lodestar Private Asset Management's portfolio in Q2 2026, its #96 holding.
  • Lodestar Private Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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