Lighthouse Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History
Lighthouse Wealth Management Inc.
- $109 Billion
- Q1 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 518,389 shares of SCHD stock, worth $13.6 Million. This represents 13.28% of its overall portfolio holdings.
Number of Shares
518,389
Previous 516,402
0.38%
Holding current value
$13.6 Million
Previous $14.1 Billion
2.74%
% of portfolio
13.28%
Previous 12.92%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio