White Lighthouse Investment Management Inc. Schwab Strategic Tr Us Dividen Transaction History
White Lighthouse Investment Management Inc.
- $518 Million
- Q2 2024
A detailed history of White Lighthouse Investment Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 42,212 shares of SCHD stock, worth $3.57 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
42,212
Previous 42,403
0.45%
Holding current value
$3.57 Million
Previous $3.42 Million
3.98%
% of portfolio
0.63%
Previous 0.69%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio