LFA
Lighthouse Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $292K | Buy |
3,020
+9
| +0.3% | +$870 | 0.09% | 93 |
|
|
2020
Q4 | $274K | Buy |
3,011
+12
| +0.4% | +$1.09K | 0.09% | 92 |
|
|
2020
Q3 | $238K | Buy |
2,999
+18
| +0.6% | +$1.43K | 0.09% | 95 |
|
|
2020
Q2 | $219K | Buy |
+2,981
| New | +$219K | 0.09% | 97 |
|
|
2020
Q1 | – | Sell |
-2,953
| Closed | -$227K | – | 230 |
|
|
2019
Q4 | $227K | Buy |
+2,953
| New | +$227K | 0.11% | 72 |
|