LWM
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Lighthouse Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lighthouse Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.8M Sell
483,152
-35,237
-7% -$934K 11.08% 2
2025
Q1 		$14.5M Buy
518,389
+1,987
+0.4% +$55.6K 13.28% 1
2024
Q4 		$14.1M Buy
+516,402
New +$14.1M 12.92% 1