LFA
Lighthouse Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $5.12M | Sell |
51,384
-1,281
| -2% | -$128K | 1.55% | 9 |
|
|
2020
Q4 | $4.69M | Sell |
52,665
-3,678
| -7% | -$327K | 1.59% | 9 |
|
|
2020
Q3 | $3.85M | Sell |
56,343
-662
| -1% | -$45.2K | 1.46% | 10 |
|
|
2020
Q2 | $3.69M | Buy |
57,005
+1,043
| +2% | +$67.5K | 1.55% | 11 |
|
|
2020
Q1 | $2.88M | Sell |
55,962
-147,722
| -73% | -$7.61M | 1.76% | 9 |
|
|
2019
Q4 | $15.4M | Buy |
+203,684
| New | +$15.4M | 7.25% | 4 |
|