Lighthouse Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History
Lighthouse Wealth Management Inc.
- $123 Billion
- Q3 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 185,111 shares of SCHV stock, worth $5.37 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
185,111
Previous 158,858
16.53%
Holding current value
$5.37 Million
Previous $4.4 Billion
22.59%
% of portfolio
4.37%
Previous 3.8%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
358MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio