Lighthouse Wealth Management Inc. Schwab Strategic Tr 1000 Index Transaction History

Lighthouse Wealth Management Inc.

  • $123 Billion
  • Q3 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 359,078 shares of SCHK stock, worth $11.4 Million. This represents 9.36% of its overall portfolio holdings.

Number of Shares
359,078
Previous 344,735 4.16%
Holding current value
$11.4 Million
Previous $10.3 Billion 12.19%
% of portfolio
9.36%
Previous 8.9%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$29.8 - $32.29 $427,421 - $463,135
14,343 Added 4.16%
359,078 $11.5 Billion
Q2 2025

Jul 14, 2025
BUY
$23.87 - $29.82 $27,068 - $33,815
1,134 Added 0.33%
344,735 $10.3 Billion
Q1 2025

Apr 22, 2025
BUY
$26.53 - $29.63 $167,483 - $187,054
6,313 Added 1.87%
343,601 $9.25 Billion
Q4 2024

Jan 22, 2025
BUY
$27.45 - $55.56 $9.26 Million - $18.7 Million
337,288 New
337,288 $9.55 Billion

Others Institutions Holding SCHK

# of Institutions
235
Shares Held
72.7M
Call Options Held
91.7K
Put Options Held
20.8K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
Track This Portfolio

Track Lighthouse Wealth Management Inc. Portfolio

Follow Lighthouse Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lighthouse Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lighthouse Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email