LWM
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Lighthouse Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Lighthouse Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.4M Sell
158,858
-334
-0.2% -$9.24K 3.8% 8
2025
Q1 		$4.23M Buy
159,192
+3,897
+3% +$104K 3.88% 8
2024
Q4 		$4.05M Buy
+155,295
New +$4.05M 3.71% 8