Lighthouse Wealth Management Inc. Schwab Strategic Tr 1000 Index Transaction History
Lighthouse Wealth Management Inc.
- $109 Billion
- Q4 2024
A detailed history of Lighthouse Wealth Management Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 337,288 shares of SCHK stock, worth $9.91 Million. This represents 8.74% of its overall portfolio holdings.
Number of Shares
337,288Holding current value
$9.91 Million% of portfolio
8.74%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
44.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$840 Million3.25% of portfolio
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Legacy Wealth Management, Inc6.97MShares$205 Million12.67% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.3 Million5.98% of portfolio
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Warwick Investment Management, Inc.2.1MShares$61.6 Million27.6% of portfolio
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Waddell & Associates, LLC963KShares$28.3 Million6.53% of portfolio