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

White Lighthouse Investment Management Inc.

  • $613 Million
  • Q2 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 15,179 shares of SCHG stock, worth $487,094. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,179
Previous 14,674 3.44%
Holding current value
$487,094
Previous $367,000 20.71%
% of portfolio
0.07%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$22.27 - $29.21 $11,246 - $14,751
505 Added 3.44%
15,179 $443,000
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
1,605
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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