Lodestar Private Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.67M	Buy	71,991 +1,835	+3%	+$42.9K	0.16%	82
2025 Q4	$1.64M	Buy	70,156 +567	+0.8%	+$13.3K	0.16%	79
2025 Q3	$1.63M	Buy	69,589 +102	+0.1%	+$2.37K	0.17%	80
2025 Q2	$1.61M	Sell	69,487 -6,834	-9%	-$157K	0.19%	79
2025 Q1	$1.77M	Sell	76,321 -6,902	-8%	-$158K	0.22%	77
2024 Q4	$1.89M	Sell	83,223 -9,627	-10%	-$222K	0.24%	73
2024 Q3	$2.21M	Sell	92,850 -12,904	-12%	-$302K	0.28%	67
2024 Q2	$2.41M	Sell	105,754 -9,942	-9%	-$225K	0.33%	64
2024 Q1	$2.66M	Sell	115,696 -20,890	-15%	-$480K	0.38%	58
2023 Q4	$3.18M	Sell	136,586 -92,860	-40%	-$2.08M	0.49%	53
2023 Q3	$5.07M	Sell	229,446 -115,296	-33%	-$2.61M	0.87%	34
2023 Q2	$7.96M	Sell	344,742 -8,396	-2%	-$195K	1.34%	22
2023 Q1	$8.28M	Buy	353,138 +161,520	+84%	+$3.76M	1.48%	19
2022 Q4	$4.37M	Buy	+191,618	New	+$4.36M	0.84%	31

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lodestar Private Asset Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.6% in Q1 2026, buying an estimated $42.9K and bringing the position to 71,991 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #82.

Lodestar Private Asset Management first reported a position in SCHZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.28M in Q1 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Lodestar Private Asset Management held 71,991 shares of Schwab US Aggregate Bond ETF worth $1.67M as of Q1 2026.
Lodestar Private Asset Management bought 1,835 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $42.9K.
Schwab US Aggregate Bond ETF made up 0.16% of Lodestar Private Asset Management's portfolio in Q1 2026, its #82 holding.
Lodestar Private Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Schwab US Aggregate Bond ETF position peaked at $8.28M in Q1 2023.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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