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

White Lighthouse Investment Management Inc.

  • $492 Million
  • Q1 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 38,838 shares of SCHP stock, worth $2.02 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
38,838
Previous 29,486 31.72%
Holding current value
$2.02 Million
Previous $1.54 Million 31.58%
% of portfolio
0.41%
Previous 0.34%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$51.7 - $53.83 $247,539 - $257,738
-4,788 Reduced 11.4%
37,196 $0
Q3 2022

Oct 18, 2022
SELL
N/A
-1,228 Reduced 2.84%
41,984 $2.18 Million
Q2 2022

Jul 20, 2022
SELL
N/A
-1,627 Reduced 3.63%
43,212 $2.41 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-1,704 Reduced 3.66%
44,839 $2.72 Million
Q4 2021

Jan 12, 2022
BUY
N/A
8 Added 0.02%
46,543 $2.93 Million
Q3 2021

Oct 20, 2021
SELL
N/A
-1,423 Reduced 2.97%
46,535 $2.91 Million
Q2 2021

Jul 26, 2021
BUY
N/A
426 Added 0.9%
47,958 $3 Million
Q1 2021

May 07, 2021
BUY
N/A
478 Added 1.02%
47,532 $2.91 Million
Q4 2020

Feb 03, 2021
BUY
N/A
4,030 Added 9.37%
47,054 $2.92 Million
Q3 2020

Oct 15, 2020
SELL
N/A
-625 Reduced 1.43%
43,024 $2.65 Million
Q2 2020

Jul 23, 2020
SELL
N/A
-1,844 Reduced 4.05%
43,649 $2.62 Million
Q1 2020

Apr 07, 2020
BUY
N/A
65 Added 0.14%
45,493 $2.62 Million
Q4 2019

Jan 24, 2020
SELL
N/A
-339 Reduced 0.74%
45,428 $2.57 Million
Q3 2019

Nov 13, 2019
SELL
N/A
-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
677
Shares Held
159M
Call Options Held
123K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track White Lighthouse Investment Management Inc. Portfolio

Follow White Lighthouse Investment Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email