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

Oct 20, 2025

BUY
$27.61 - $29.15 $724,845 - $765,274
26,253 Added 16.53%
185,111 $5.39 Billion
Q2 2025

Jul 14, 2025

SELL
$23.55 - $27.67 $7,865 - $9,241
-334 Reduced 0.21%
158,858 $4.4 Billion
Q1 2025

Apr 22, 2025

BUY
$25.77 - $27.6 $100,425 - $107,557
3,897 Added 2.51%
159,192 $4.23 Billion
Q4 2024

Jan 22, 2025

BUY
$25.79 - $80.4 $4.01 Million - $12.5 Million
155,295 New
155,295 $4.05 Billion

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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