White Lighthouse Investment Management Inc. Schwab Strategic Us Tips ETF Transaction History

White Lighthouse Investment Management Inc.

$568 Million
Q4 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 91,749 shares of SCHP stock, worth $2.46 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

91,749

Previous 42,225 117.29%

Holding current value

$2.46 Million

Previous $2.26 Million 4.64%

% of portfolio

0.42%

Previous 0.41%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$25.74 - $53.78 $1.27 Million - $2.66 Million	49,524 Added 117.29%	91,749 $2.37 Million
Q3 2024 Oct 30, 2024	BUY	$51.58 - $53.79 $97,228 - $101,394	1,885 Added 4.67%	42,225 $2.26 Million
Q2 2024 Jul 15, 2024	BUY	$51.1 - $52.24 $76,752 - $78,464	1,502 Added 3.87%	40,340 $2.1 Million
Q1 2024 May 07, 2024	BUY	$51.32 - $52.45 $479,944 - $490,512	9,352 Added 31.72%	38,838 $2.03 Million
Q4 2023 Jan 23, 2024	SELL	$49.69 - $52.46 $120,895 - $127,635	-2,433 Reduced 7.62%	29,486 $1.54 Million
Q3 2023 Oct 18, 2023	SELL	$50.37 - $52.48 $156,096 - $162,635	-3,099 Reduced 8.85%	31,919 $1.61 Million
Q2 2023 Aug 07, 2023	SELL	$52.18 - $54.02 $40,856 - $42,297	-783 Reduced 2.19%	35,018 $1.84 Million
Q1 2023 Apr 20, 2023	SELL	$51.68 - $53.62 $72,093 - $74,799	-1,395 Reduced 3.75%	35,801 $1.92 Million
Q4 2022 Jan 24, 2023	SELL	$51.47 - $53.83 $246,438 - $257,738	-4,788 Reduced 11.4%	37,196 $0
Q3 2022 Oct 18, 2022	SELL	$51.8 - $57.88 $63,610 - $71,076	-1,228 Reduced 2.84%	41,984 $2.18 Million
Q2 2022 Jul 20, 2022	SELL	$55.59 - $60.15 $90,444 - $97,864	-1,627 Reduced 3.63%	43,212 $2.41 Million
Q1 2022 Apr 20, 2022	SELL	$59.94 - $62.99 $102,137 - $107,334	-1,704 Reduced 3.66%	44,839 $2.72 Million
Q4 2021 Jan 12, 2022	BUY	$62.25 - $63.89 $498 - $511	8 Added 0.02%	46,543 $2.93 Million
Q3 2021 Oct 20, 2021	SELL	$62.25 - $63.89 $88,581 - $90,915	-1,423 Reduced 2.97%	46,535 $2.91 Million
Q2 2021 Jul 26, 2021	BUY	$61.03 - $62.53 $25,998 - $26,637	426 Added 0.9%	47,958 $3 Million
Q1 2021 May 07, 2021	BUY	$60.52 - $62.31 $28,928 - $29,784	478 Added 1.02%	47,532 $2.91 Million
Q4 2020 Feb 03, 2021	BUY	$60.73 - $62.08 $244,741 - $250,182	4,030 Added 9.37%	47,054 $2.92 Million
Q3 2020 Oct 15, 2020	SELL	$60.05 - $61.93 $37,531 - $38,706	-625 Reduced 1.43%	43,024 $2.65 Million
Q2 2020 Jul 23, 2020	SELL	$57.69 - $60.12 $106,380 - $110,861	-1,844 Reduced 4.05%	43,649 $2.62 Million
Q1 2020 Apr 07, 2020	BUY	$53.09 - $59.55 $3,450 - $3,870	65 Added 0.14%	45,493 $2.62 Million
Q4 2019 Jan 24, 2020	SELL	$56.32 - $57.23 $19,092 - $19,400	-339 Reduced 0.74%	45,428 $2.57 Million
Q3 2019 Nov 13, 2019	SELL	$56.24 - $57.07 $39,705 - $40,291	-706 Reduced 1.52%	45,767 $2.6 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-105 Reduced 0.23%	46,473 $2.62 Million
Q1 2019 May 08, 2019	BUY	N/A	1,610 Added 3.58%	46,578 $2.56 Million
Q4 2018 Jan 23, 2019	SELL	N/A	-10,153 Reduced 18.42%	44,968 $2.4 Million
Q3 2018 Oct 24, 2018	SELL	N/A	-1,539 Reduced 2.72%	55,121 $2.97 Million
Q2 2018 Aug 09, 2018	SELL	N/A	-743 Reduced 1.29%	56,660 $3.11 Million
Q1 2018 Apr 12, 2018	BUY	N/A	148 Added 0.26%	57,403 $3.15 Million
Q4 2017 Jan 10, 2018	BUY	N/A	57,255	57,255 $3.17 Million

Others Institutions Holding SCHP

# of Institutions

730

Shares Held

321M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Account

White Lighthouse Investment Management Inc. Schwab Strategic Us Tips ETF Transaction History