Lighthouse Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History

Lighthouse Wealth Management Inc.

  • $123 Billion
  • Q3 2025

A detailed history of Lighthouse Wealth Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 457,715 shares of SCHD stock, worth $12.2 Million. This represents 10.14% of its overall portfolio holdings.

Number of Shares
457,715
Previous 483,152 5.26%
Holding current value
$12.2 Million
Previous $12.8 Billion 2.41%
% of portfolio
10.14%
Previous 11.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$26.38 - $27.95 $671,028 - $710,964
-25,437 Reduced 5.26%
457,715 $12.5 Billion
Q2 2025

Jul 14, 2025
SELL
$24.32 - $27.87 $856,963 - $982,055
-35,237 Reduced 6.8%
483,152 $12.8 Billion
Q1 2025

Apr 22, 2025
BUY
$27.01 - $28.54 $53,668 - $56,708
1,987 Added 0.38%
518,389 $14.5 Billion
Q4 2024

Jan 22, 2025
BUY
$26.93 - $84.95 $13.9 Million - $43.9 Million
516,402 New
516,402 $14.1 Billion

Others Institutions Holding SCHD

# of Institutions
2,023
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Lighthouse Wealth Management Inc. Portfolio

Follow Lighthouse Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lighthouse Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lighthouse Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email