Lighthouse Wealth Management Inc. Schwab Strategic Tr 1000 Index Transaction History
Lighthouse Wealth Management Inc.
- $109 Billion
- Q1 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 343,601 shares of SCHK stock, worth $8.72 Million. This represents 8.48% of its overall portfolio holdings.
Number of Shares
343,601
Previous 337,288
1.87%
Holding current value
$8.72 Million
Previous $9.55 Billion
3.13%
% of portfolio
8.48%
Previous 8.74%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
208Shares Held
70.5MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.21 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$175 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$111 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$66.8 Million5.8% of portfolio
-
Waddell & Associates, LLC1.94MShares$49.2 Million5.64% of portfolio