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Lighthouse Wealth Management Inc. → SCHW-PJ
Lighthouse Wealth Management Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
29
Latest value
$1.2M
Q3 2026
Peak value
$15.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $203K |
| Q3 2025 | $374K |
| Q3 2025 | $5.4M |
| Q3 2025 | $4M |
| Q3 2025 | $218K |
| Q3 2025 | $12.5M |
| Q3 2025 | $641K |
| Q4 2025 | $214K |
| Q4 2025 | $382K |
| Q4 2025 | $5.9M |
| Q4 2025 | $4.1M |
| Q4 2025 | $12.3M |
| Q4 2025 | $662K |
| Q1 2026 | $364K |
| Q1 2026 | $7.6M |
| Q1 2026 | $4.3M |
| Q1 2026 | $14M |
| Q1 2026 | $1M |
| Q2 2026 | $418K |
| Q2 2026 | $9M |
| Q2 2026 | $5.3M |
| Q2 2026 | $15M |
| Q2 2026 | $1.2M |
| Q3 2026 | $206K |
| Q3 2026 | $426K |
| Q3 2026 | $8.8M |
| Q3 2026 | $5.1M |
| Q3 2026 | $15.7M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 45.3K | — | — |
| Q3 2026 | $15.7M | 481.1K | — | — |
| Q3 2026 | $5.1M | 156.2K | — | — |
| Q3 2026 | $8.8M | 264.5K | — | — |
| Q3 2026 | $426K | 14.2K | — | — |
| Q3 2026 | $206K | 2.1K | — | — |
| Q2 2026 | $1.2M | 44.8K | — | — |
| Q2 2026 | $15M | 471.6K | — | — |
| Q2 2026 | $5.3M | 147.2K | — | — |
| Q2 2026 | $9M | 258.2K | — | — |
| Q2 2026 | $418K | 14.2K | — | — |
| Q1 2026 | $1M | 41.5K | — | — |
| Q1 2026 | $14M | 455.4K | — | — |
| Q1 2026 | $4.3M | 147.1K | — | — |
| Q1 2026 | $7.6M | 250.1K | — | — |
| Q1 2026 | $364K | 14.2K | — | — |
| Q4 2025 | $662K | 27.5K | — | — |
| Q4 2025 | $12.3M | 447.5K | — | — |
| Q4 2025 | $4.1M | 142.8K | — | — |
| Q4 2025 | $5.9M | 200.2K | — | — |
| Q4 2025 | $382K | 14.2K | — | — |
| Q4 2025 | $214K | 2.1K | — | — |
| Q3 2025 | $641K | 27.5K | — | — |
| Q3 2025 | $12.5M | 457.7K | — | — |
| Q3 2025 | $218K | 2.8K | — | — |
| Q3 2025 | $4M | 142.3K | — | — |
| Q3 2025 | $5.4M | 185.1K | — | — |
| Q3 2025 | $374K | 14.2K | — | — |
| Q3 2025 | $203K | 2.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B