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

Lighthouse Wealth Management Inc.

  • $116 Billion
  • Q2 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 483,152 shares of SCHD stock, worth $13 Million. This represents 11.08% of its overall portfolio holdings.

Number of Shares
483,152
Previous 518,389 6.8%
Holding current value
$13 Million
Previous $14.5 Billion 11.66%
% of portfolio
11.08%
Previous 13.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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