Lighthouse Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14M	Buy	382,338 +4,311	+1%	+$158K	8.51%	4
2026 Q2	$13.6M	Sell	378,027 -13,634	-3%	-$476K	8.46%	4
2026 Q1	$12.3M	Buy	391,661 +16,321	+4%	+$535K	8.34%	4
2025 Q4	$12.3M	Buy	375,340 +16,262	+5%	+$529K	8.41%	4
2025 Q3	$11.5M	Buy	359,078 +14,343	+4%	+$444K	9.36%	4
2025 Q2	$10.3M	Buy	344,735 +1,134	+0.3%	+$31.3K	8.9%	5
2025 Q1	$9.25M	Buy	343,601 +6,313	+2%	+$179K	8.48%	5
2024 Q4	$9.55M	Buy	+337,288	New	+$9.6M	8.74%	5

Other funds holding SCHK

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Lighthouse Wealth Management's SCHK Position: Q3 2026 in Review

Lighthouse Wealth Management increased its Schwab 1000 Index ETF (SCHK) stake by 1.1% in Q3 2026, buying an estimated $158K and bringing the position to 382,338 shares worth $14M. The position accounts for 8.51% of the portfolio, ranked #4.

Lighthouse Wealth Management first reported a position in SCHK in Q4 2024 and has held it in 8 quarters since. 25 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

Lighthouse Wealth Management held 382,338 shares of Schwab 1000 Index ETF worth $14M as of Q3 2026.
Lighthouse Wealth Management bought 4,311 Schwab 1000 Index ETF shares in Q3 2026, an estimated $158K.
Schwab 1000 Index ETF made up 8.51% of Lighthouse Wealth Management's portfolio in Q3 2026, its #4 holding.
Lighthouse Wealth Management first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 8 quarters since.
25 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Lighthouse Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.