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Lighthouse Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lighthouse Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$426K Hold
14,202
– – 0.26% 39
2026
Q2 		$418K Hold
14,202
– – 0.26% 39
2026
Q1 		$364K Hold
14,202
– – 0.25% 38
2025
Q4 		$382K Hold
14,202
– – 0.26% 36
2025
Q3 		$374K Hold
14,202
– – 0.3% 37
2025
Q2 		$347K Hold
14,202
– – 0.3% 37
2025
Q1 		$314K Hold
14,202
– – 0.29% 32
2024
Q4 		$329K Buy
+14,202
New +$331K 0.3% 32

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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

Lighthouse Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 14,202 shares worth $426K. The position accounts for 0.26% of the portfolio, ranked #39.

Lighthouse Wealth Management first reported a position in SCHX in Q4 2024 and has held it in 8 quarters since. 163 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Lighthouse Wealth Management held 14,202 shares of Schwab US Large- Cap ETF worth $426K as of Q3 2026.
  • Lighthouse Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.26% of Lighthouse Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Lighthouse Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 163 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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