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 $3.58 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
156,206
Previous 153,794
1.57%
Holding current value
$3.58 Million
Previous $3.98 Billion
7.98%
% of portfolio
3.35%
Previous 3.64%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,264Shares Held
273MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.06 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$581 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$316 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$241 Million2.07% of portfolio
-
Horizon Financial Services, LLC5.91MShares$136 Million5.83% of portfolio