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Schwab U S Small Cap ETF shares owned by Lighthouse Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Lighthouse Wealth Management from 13F filings

Historical chart of Lighthouse Wealth Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Lighthouse Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Lighthouse Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 142k 27.90
2025-06-30 $3.8M 149k 25.30

More positions owned by Lighthouse Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Pacer Fds Tr Globl Cash Etf (GCOW)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Eafe Smcp (HSCZ)
Abbvie (ABBV)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
NVIDIA Corporation (NVDA)
Abbott Laboratories (ABT)

View all positions for Lighthouse Wealth Management

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF