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Disclosery

Lighthouse Wealth Management Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lighthouse Wealth Management Inc. on SCHD, newest first. How the timeline and the estimate are built.

Lighthouse Wealth Management Inc. held 471,641 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 471,641 shares
    Change vs previous 13F +16,195 shares

    9.29% of the 13F portfolio, value $14,955,745.

    13F-HR 0002042810-26-000003 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 455,446 shares
    Change vs previous 13F +7,903 shares

    9.49% of the 13F portfolio, value $13,973,075.

    13F-HR 0002042810-26-000002 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 447,543 shares
    Change vs previous 13F -10,172 shares

    8.39% of the 13F portfolio, value $12,276,093.

    13F-HR 0002042810-26-000001 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 457,715 shares
    Change vs previous 13F -25,437 shares

    10.14% of the 13F portfolio, value $12,495,609.

    13F-HR 0002042810-25-000007 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 483,152 shares
    Change vs previous 13F -35,237 shares

    11.08% of the 13F portfolio, value $12,803,536.

    13F-HR 0002042810-25-000006 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 518,389 shares
    Change vs previous 13F +1,987 shares

    13.28% of the 13F portfolio, value $14,494,159.

    13F-HR 0002042810-25-000003 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 516,402 shares
    Change vs previous 13F not available

    12.92% of the 13F portfolio, value $14,108,104.

    13F-HR 0002042810-25-000002 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).