Lighthouse Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History
Lighthouse Wealth Management Inc.
- $109 Billion
- Q4 2024
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 516,402 shares of SCHD stock, worth $14.2 Million. This represents 12.92% of its overall portfolio holdings.
Number of Shares
516,402Holding current value
$14.2 Million% of portfolio
12.92%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio