LFA
Lighthouse Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $36.9M | Buy |
496,286
+13,526
| +3% | +$1.01M | 11.19% | 2 |
|
|
2020
Q4 | $32.9M | Sell |
482,760
-81,644
| -14% | -$5.57M | 11.16% | 2 |
|
|
2020
Q3 | $31.3M | Buy |
564,404
+5,918
| +1% | +$328K | 11.91% | 2 |
|
|
2020
Q2 | $29.4M | Buy |
558,486
+152,254
| +37% | +$8M | 12.37% | 2 |
|
|
2020
Q1 | $17M | Buy |
406,232
+89,798
| +28% | +$3.76M | 10.35% | 2 |
|
|
2019
Q4 | $19M | Buy |
+316,434
| New | +$19M | 8.96% | 2 |
|