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

Lighthouse Wealth Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.3M Buy
344,735
+1,134
+0.3% +$33.8K 8.9% 5
2025
Q1 		$9.25M Buy
343,601
+6,313
+2% +$170K 8.48% 5
2024
Q4 		$9.55M Buy
+337,288
New +$9.55M 8.74% 5