Lighthouse Wealth Management Inc. Schwab Strategic Tr Us Small C Transaction History
Lighthouse Wealth Management Inc.
- $109 Billion
- Q1 2025
A detailed history of Lighthouse Wealth Management Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 156,206 shares of SCHA stock, worth $3.85 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
156,206
Previous 153,794
1.57%
Holding current value
$3.85 Million
Previous $3.98 Billion
7.98%
% of portfolio
3.35%
Previous 3.64%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,258Shares Held
245MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$650 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$445 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$353 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$259 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$126 Million0.26% of portfolio