Lighthouse Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lighthouse Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.32M	Buy	147,160 +54	+0%	+$1.78K	3.3%	11
2026 Q1	$4.28M	Buy	147,106 +4,266	+3%	+$128K	2.91%	12
2025 Q4	$4.07M	Buy	142,840 +586	+0.4%	+$16.5K	2.78%	11
2025 Q3	$3.97M	Sell	142,254 -7,138	-5%	-$191K	3.22%	10
2025 Q2	$3.78M	Sell	149,392 -6,814	-4%	-$161K	3.27%	10
2025 Q1	$3.66M	Buy	156,206 +2,412	+2%	+$61.5K	3.35%	9
2024 Q4	$3.98M	Buy	+153,794	New	+$4.09M	3.64%	9

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lighthouse Wealth Management's SCHA Position: Q2 2026 in Review

Lighthouse Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.04% in Q2 2026, buying an estimated $1.78K and bringing the position to 147,160 shares worth $5.32M. The position accounts for 3.3% of the portfolio, ranked #11.

Lighthouse Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Lighthouse Wealth Management held 147,160 shares of Schwab U.S Small- Cap ETF worth $5.32M as of Q2 2026.
Lighthouse Wealth Management bought 54 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.78K.
Schwab U.S Small- Cap ETF made up 3.3% of Lighthouse Wealth Management's portfolio in Q2 2026, its #11 holding.
Lighthouse Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.