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 $13.3 Million. This represents 13.28% of its overall portfolio holdings.

Number of Shares
518,389
Previous 516,402 0.38%
Holding current value
$13.3 Million
Previous $14.1 Billion 2.74%
% of portfolio
13.28%
Previous 12.92%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,967
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
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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