Lighthouse Financial Advisors, Inc. SCHA Holdings History
Lighthouse Financial Advisors, Inc.'s Schwab U.S. Small-Cap ETF Holding Summary
As of 2021-03-31, Lighthouse Financial Advisors, Inc. held 102,768.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $5.12 Mil. This investment constitutes 1.56% of their stock portfolio, and Lighthouse Financial Advisors, Inc. now holds 0.01% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2019Q4. And since then Lighthouse Financial Advisors, Inc. has made 1 purchases of SCHA, at an average price of $34.93, for a total of 409,454.00 shares. In addition, there have been 4 sales at an average price of $33.22 for 306,686.00 shares. Based on historical transaction data and SCHA's current price of $26.20, Lighthouse Financial Advisors, Inc.'s estimated gain on his SCHA holdings is $-1.42 Mil, reflecting a -9.94% gain to date.
Lighthouse Financial Advisors, Inc. SCHA ($26.20) Holding Chart
Lighthouse Financial Advisors, Inc. SCHA ($26.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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