Number of Shares
102,768.00
Current Holdings Value*
$5.12 Mil
% of Portfolio
1.56%
Total Estimate Gain
$-1.39 Mil
% of Total Estimate Gain
-9.70%

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 $26.53, Lighthouse Financial Advisors, Inc.'s estimated gain on his SCHA holdings is $-1.39 Mil, reflecting a -9.70% gain to date.

Lighthouse Financial Advisors, Inc. SCHA ($26.53) Holding Chart

Lighthouse Financial Advisors, Inc. SCHA ($26.53) 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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