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 $11.6 Million. This represents 9.36% of its overall portfolio holdings.
Number of Shares
359,078
Previous 344,735
4.16%
Holding current value
$11.6 Million
Previous $10.3 Billion
12.19%
% of portfolio
9.36%
Previous 8.9%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
239Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio