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Lighthouse Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Lighthouse Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$292K Buy
18,120
+54
+0.3% +$851 0.09% 93
2020
Q4 		$274K Buy
18,066
+72
+0.4% +$1.03K 0.09% 92
2020
Q3 		$238K Buy
17,994
+108
+0.6% +$1.42K 0.09% 95
2020
Q2 		$219K Buy
+17,886
New +$206K 0.09% 97
2020
Q1 		– Sell
-17,718
Closed -$227K – 230
2019
Q4 		$227K Buy
+17,718
New +$217K 0.11% 72

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Lighthouse Financial Advisors's SCHB Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.3% in Q1 2021, buying an estimated $851 and bringing the position to 18,120 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #93.

Lighthouse Financial Advisors first reported a position in SCHB in Q4 2019 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

  • Lighthouse Financial Advisors held 18,120 shares of Schwab US Broad Market ETF worth $292K as of Q1 2021.
  • Lighthouse Financial Advisors bought 54 Schwab US Broad Market ETF shares in Q1 2021, an estimated $851.
  • Schwab US Broad Market ETF made up 0.09% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #93 holding.
  • Lighthouse Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 5 quarters since.
  • 748 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.