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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.78M Sell
149,392
-6,814
-4% -$172K 3.27% 10
2025
Q1 		$3.66M Buy
156,206
+2,412
+2% +$56.5K 3.35% 9
2024
Q4 		$3.98M Buy
+153,794
New +$3.98M 3.64% 9