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Disclosery

Lighthouse Investment Partners, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lighthouse Investment Partners, LLC on SCHW, newest first. How the timeline and the estimate are built.

Lighthouse Investment Partners, LLC held 158,043 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,043 shares
    Change vs previous 13F +139,814 shares

    0.45% of the 13F portfolio, value $14,582,627.

    13F-HR 0001172661-26-003596 filed by Lighthouse Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,229 shares
    Change vs previous 13F -62,650 shares

    0.06% of the 13F portfolio, value $1,713,068.

    13F-HR 0001172661-26-001959 filed by Lighthouse Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,879 shares
    Change vs previous 13F +40,539 shares

    0.27% of the 13F portfolio, value $8,080,620.

    13F-HR 0001172661-26-001022 filed by Lighthouse Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,340 shares
    Change vs previous 13F -49,237 shares

    0.14% of the 13F portfolio, value $3,851,260.

    13F-HR 0001172661-25-004977 filed by Lighthouse Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 89,577 shares
    Change vs previous 13F -49,865 shares

    0.36% of the 13F portfolio, value $8,173,006.

    13F-HR 0001172661-25-003539 filed by Lighthouse Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 139,442 shares
    Change vs previous 13F +111,074 shares

    0.5% of the 13F portfolio, value $10,915,520.

    13F-HR 0001172661-25-002176 filed by Lighthouse Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,368 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,099,516.

    13F-HR 0001172661-25-000926 filed by Lighthouse Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).