White Lighthouse Investment Management Inc. Schwab Strategic Tr Us Large C Transaction History

White Lighthouse Investment Management Inc.

$558 Million
Q1 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 14,674 shares of SCHG stock, worth $408,083. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,674

Previous 14,655 0.13%

Holding current value

$408,083

Previous $408,000 10.05%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$24.91 - $29.02 $473 - $551	19 Added 0.13%	14,674 $367,000
Q4 2024 Feb 04, 2025	BUY	$25.93 - $105.3 $285,437 - $1.16 Million	11,008 Added 301.84%	14,655 $408,000
Q2 2024 Jul 15, 2024	BUY	$87.04 - $101.61 $3,046 - $3,556	35 Added 0.97%	3,647 $367,000
Q1 2024 May 07, 2024	SELL	$80.6 - $93.32 $26,194 - $30,328	-325 Reduced 8.26%	3,612 $334,000
Q4 2023 Jan 23, 2024	SELL	$70.08 - $83.37 $98,112 - $116,718	-1,400 Reduced 26.23%	3,937 $326,000
Q3 2023 Oct 18, 2023	SELL	$71.99 - $78.02 $12,022 - $13,029	-167 Reduced 3.03%	5,337 $388,000
Q2 2023 Aug 07, 2023	SELL	$63.6 - $74.95 $2,416 - $2,848	-38 Reduced 0.69%	5,504 $412,000
Q1 2023 Apr 20, 2023	BUY	$54.19 - $65.17 $22,868 - $27,501	422 Added 8.24%	5,542 $361,000
Q4 2022 Jan 24, 2023	BUY	$54.31 - $60.76 $278,067 - $311,091	5,120 New	5,120 $0

Others Institutions Holding SCHG

# of Institutions

1,502

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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White Lighthouse Investment Management Inc. Schwab Strategic Tr Us Large C Transaction History