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Schwab Strategic Tr cmn shares owned by Lighthouse Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Lighthouse Wealth Management from 13F filings

Historical chart of Lighthouse Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by Lighthouse Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 185k 29.11
2025-06-30 $4.4M 159k 27.67

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 Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn