Lighthouse Wealth Management Inc. Schwab Strategic Tr 1000 Index Transaction History
Lighthouse Wealth Management Inc.
- $146 Billion
- Q4 2025
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 375,340 shares of SCHK stock, worth $12.1 Million. This represents 8.41% of its overall portfolio holdings.
Number of Shares
375,340
Previous 359,078
4.53%
Holding current value
$12.1 Million
Previous $11.5 Billion
6.74%
% of portfolio
8.41%
Previous 9.36%
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
241Shares Held
71.6MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million17.62% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio