LFA
Lighthouse Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $44.9M | Buy |
468,015
+12,729
| +3% | +$1.22M | 13.61% | 1 |
|
|
2020
Q4 | $41.4M | Sell |
455,286
-70,501
| -13% | -$6.41M | 14.04% | 1 |
|
|
2020
Q3 | $42.4M | Buy |
525,787
+949
| +0.2% | +$76.5K | 16.13% | 1 |
|
|
2020
Q2 | $38.8M | Sell |
524,838
-13,655
| -3% | -$1.01M | 16.37% | 1 |
|
|
2020
Q1 | $32.7M | Buy |
538,493
+43,624
| +9% | +$2.65M | 19.95% | 1 |
|
|
2019
Q4 | $38M | Buy |
+494,869
| New | +$38M | 17.89% | 1 |
|