Lighthouse Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History
Lighthouse Wealth Management Inc.
- $116 Billion
- Q2 2025
A detailed history of Lighthouse Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 158,858 shares of SCHV stock, worth $4.45 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
158,858
Previous 159,192
0.21%
Holding current value
$4.45 Million
Previous $4.23 Billion
3.88%
% of portfolio
3.8%
Previous 3.88%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
957Shares Held
336MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.14 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$323 Million0.73% of portfolio