Lodestar Private Asset Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$887K	Sell	28,016 -154	-0.5%	-$4.89K	0.09%	110
2025 Q4	$840K	Buy	28,170 +100	+0.4%	+$2.89K	0.08%	114
2025 Q3	$784K	Sell	28,070 -6,550	-19%	-$182K	0.08%	118
2025 Q2	$947K	Sell	34,620 -4,704	-12%	-$124K	0.11%	102
2025 Q1	$998K	Buy	39,324 +175	+0.4%	+$4.27K	0.13%	99
2024 Q4	$905K	Sell	39,149 -1,263	-3%	-$30.9K	0.11%	105
2024 Q3	$1.06M	Sell	40,412 -85	-0.2%	-$2.14K	0.13%	95
2024 Q2	$955K	Sell	40,497 -200	-0.5%	-$4.81K	0.13%	100
2024 Q1	$987K	Hold	40,697	–	–	0.14%	98
2023 Q4	$1M	Hold	40,697	–	–	0.15%	89
2023 Q3	$936K	Sell	40,697 -305	-0.7%	-$7.25K	0.16%	90
2023 Q2	$982K	Sell	41,002 -661	-2%	-$15.9K	0.16%	88
2023 Q1	$984K	Sell	41,663 -480	-1%	-$11.2K	0.18%	90
2022 Q4	$945K	Buy	+42,143	New	+$918K	0.18%	88

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Hamel Associates Chatham, New Jersey $351M AUM 23.28% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

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

Lodestar Private Asset Management reduced its Schwab International Dividend Equity ETF (SCHY) stake by 0.55% in Q1 2026, selling an estimated $4.89K and leaving 28,016 shares worth $887K. The position accounts for 0.09% of the portfolio, ranked #110.

Lodestar Private Asset Management first reported a position in SCHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q3 2024. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

Lodestar Private Asset Management held 28,016 shares of Schwab International Dividend Equity ETF worth $887K as of Q1 2026.
Lodestar Private Asset Management sold 154 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $4.89K.
Schwab International Dividend Equity ETF made up 0.09% of Lodestar Private Asset Management's portfolio in Q1 2026, its #110 holding.
Lodestar Private Asset Management first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Schwab International Dividend Equity ETF position peaked at $1.06M in Q3 2024.
194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

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