Lighthouse Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lighthouse Financial Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$44.9M	Buy	2,808,090 +76,374	+3%	+$1.2M	13.61%	1
2020 Q4	$41.4M	Sell	2,731,716 -423,006	-13%	-$6.05M	14.04%	1
2020 Q3	$42.4M	Buy	3,154,722 +5,694	+0.2%	+$75.7K	16.13%	1
2020 Q2	$38.8M	Sell	3,149,028 -81,930	-3%	-$955K	16.37%	1
2020 Q1	$32.7M	Buy	3,230,958 +261,744	+9%	+$3.18M	19.95%	1
2019 Q4	$38M	Buy	+2,969,214	New	+$36.4M	17.89%	1

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Lighthouse Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q1 2021, buying an estimated $1.2M and bringing the position to 2,808,090 shares worth $44.9M. The position accounts for 13.61% of the portfolio, ranked #1.

Lighthouse Financial Advisors first reported a position in SCHX in Q4 2019 and has held it in 6 quarters since. 836 funds tracked by Wall St. Rank hold SCHX as of Q1 2021.

Lighthouse Financial Advisors held 2,808,090 shares of Schwab US Large- Cap ETF worth $44.9M as of Q1 2021.
Lighthouse Financial Advisors bought 76,374 Schwab US Large- Cap ETF shares in Q1 2021, an estimated $1.2M.
Schwab US Large- Cap ETF made up 13.61% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #1 holding.
Lighthouse Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 6 quarters since.
836 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2021.

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