Lighthouse Wealth Management Inc. SCHK Holdings History
Lighthouse Wealth Management Inc.'s Schwab 1000 Index ETF Holding Summary
As of 2025-06-30, Lighthouse Wealth Management Inc. held 344,735.00 shares of Schwab 1000 Index ETF(SCHK), totaling $10.28 Mil. This investment constitutes 8.9% of their stock portfolio, and Lighthouse Wealth Management Inc. now holds 0.24% of the outstanding Schwab 1000 Index ETF(SCHK) stock.
The initial trade took place in 2024Q4. And since then Lighthouse Wealth Management Inc. has made 2 purchases of SCHK, at an average price of $28.48, for a total of 344,735.00 shares. Based on historical transaction data and SCHK's current price of $30.32, Lighthouse Wealth Management Inc.'s estimated gain on his SCHK holdings is $635,872.06, reflecting a 6.48% gain to date.
Lighthouse Wealth Management Inc. SCHK ($30.32) Holding Chart
Lighthouse Wealth Management Inc. SCHK ($30.32) 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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