Lighthouse Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History
Lighthouse Wealth Management Inc.
- $109 Billion
- Q4 2024
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 155,295 shares of SCHV stock, worth $4.2 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
155,295Holding current value
$4.2 Million% of portfolio
3.71%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
845Shares Held
136MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$527 Million3.21% of portfolio
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Sei Investments CO Oaks, PA12.1MShares$328 Million1.3% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$291 Million11.15% of portfolio
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Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio