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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.99M	Buy	258,169 +8,034	+3%	+$265K	5.58%	7
2026 Q1	$7.63M	Buy	250,135 +49,982	+25%	+$1.56M	5.18%	9
2025 Q4	$5.93M	Buy	200,153 +15,042	+8%	+$440K	4.05%	9
2025 Q3	$5.39M	Buy	185,111 +26,253	+17%	+$746K	4.37%	8
2025 Q2	$4.4M	Sell	158,858 -334	-0.2%	-$8.78K	3.8%	8
2025 Q1	$4.23M	Buy	159,192 +3,897	+3%	+$105K	3.88%	8
2024 Q4	$4.05M	Buy	+155,295	New	+$4.19M	3.71%	8

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Lighthouse Wealth Management's SCHV Position: Q2 2026 in Review

Lighthouse Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.2% in Q2 2026, buying an estimated $265K and bringing the position to 258,169 shares worth $8.99M. The position accounts for 5.58% of the portfolio, ranked #7.

Lighthouse Wealth Management first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Lighthouse Wealth Management held 258,169 shares of Schwab US Large-Cap Value ETF worth $8.99M as of Q2 2026.
Lighthouse Wealth Management bought 8,034 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $265K.
Schwab US Large-Cap Value ETF made up 5.58% of Lighthouse Wealth Management's portfolio in Q2 2026, its #7 holding.
Lighthouse Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.