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 $10.9 Million. This represents 8.9% of its overall portfolio holdings.
Number of Shares
344,735
Previous 343,601
0.33%
Holding current value
$10.9 Million
Previous $9.25 Billion
11.14%
% of portfolio
8.9%
Previous 8.48%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
235Shares Held
73MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.48 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$211 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$130 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$98.2 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$77.3 Million5.96% of portfolio