LWM
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
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 +$329K 0.3% 32