Lighthouse Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History
Lighthouse Wealth Management Inc.
- $146 Billion
- Q4 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 200,153 shares of SCHV stock, worth $5.8 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
200,153
Previous 185,111
8.13%
Holding current value
$5.8 Million
Previous $5.39 Billion
9.98%
% of portfolio
4.05%
Previous 4.37%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
982Shares Held
359MCall 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, IL35.1MShares$1.02 Billion10.7% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio