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Schwab Strategic Tr us lrg cap etf shares owned by Lighthouse Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Lighthouse Financial Advisors from 13F filings

Historical chart of Lighthouse Financial Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Lighthouse Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Lighthouse Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $45M 468k 96.03
2020-12-31 $41M 455k 90.68
2020-09-30 $42M 526k 80.63
2020-06-30 $39M 525k 74.01
2020-03-31 $33M 539k 60.80
2019-12-31 $38M 495k 76.75

More positions owned by Lighthouse Financial Advisors

Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM)
Invesco QQQ Trust Unit Ser 1 (QQQ)
Sherwin-Williams Company (SHW)
ARK Innovation ETF Innovation Etf (ARKK)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Schwab US Small-Cap ETF Us Sml Cap Etf (SCHA)
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)
Illinois Tool Works (ITW)
Shopify Cl A (SHOP)
Nucor Corporation (NUE)
Amazon (AMZN)
SPDR DoubleLine Total Return Tact ETF Spdr Tr Tactic (TOTL)

View all positions for Lighthouse Financial Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Sage Financial
Us Bancorp
Mercer Global Advisors
Sei Investments
HBK Sorce Advisory
McAdam
Northwestern Mutual Wealth Management Company
HPM Partners
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
UBS Group
Envestnet Asset Management
Campbell Wealth Management

View all funds holding Schwab Strategic Tr us lrg cap etf