Lighthouse Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History
Lighthouse Wealth Management Inc.
- $109 Billion
- Q4 2024
A detailed history of Lighthouse Wealth Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 516,402 shares of SCHD stock, worth $14.5 Million. This represents 12.92% of its overall portfolio holdings.
Number of Shares
516,402Holding current value
$14.5 Million% of portfolio
12.92%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,794Shares Held
371MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio