Lighthouse Wealth Management Inc. SCHV Holdings History
Lighthouse Wealth Management Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, Lighthouse Wealth Management Inc. held 158,858.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $4.40 Mil. This investment constitutes 3.8% of their stock portfolio, and Lighthouse Wealth Management Inc. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2024Q4. And since then Lighthouse Wealth Management Inc. has made 1 purchases of SCHV, at an average price of $27.00, for a total of 159,192.00 shares. In addition, there have been 1 sales at an average price of $26.29 for 334.00 shares. Based on historical transaction data and SCHV's current price of $27.83, Lighthouse Wealth Management Inc.'s estimated gain on his SCHV holdings is $132,238.52, reflecting a 3.08% gain to date.
Lighthouse Wealth Management Inc. SCHV ($27.83) Holding Chart
Lighthouse Wealth Management Inc. SCHV ($27.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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