Lighthouse Wealth Management Inc. Schwab Strategic Tr 1000 Index Transaction History
Lighthouse Wealth Management Inc.
- $116 Billion
- Q2 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 344,735 shares of SCHK stock, worth $10.6 Million. This represents 8.9% of its overall portfolio holdings.
Number of Shares
344,735
Previous 343,601
0.33%
Holding current value
$10.6 Million
Previous $9.25 Billion
11.14%
% of portfolio
8.9%
Previous 8.48%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
223Shares Held
70MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.44 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$205 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$126 Million23.81% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio
-
Waddell & Associates, LLC1.99MShares$61.3 Million7.2% of portfolio