Lighthouse Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History

Lighthouse Wealth Management Inc.

$146 Billion
Q4 2025

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 447,543 shares of SCHD stock, worth $12.2 Million. This represents 8.39% of its overall portfolio holdings.

Number of Shares

447,543

Previous 457,715 2.22%

Holding current value

$12.2 Million

Previous $12.5 Billion 1.76%

% of portfolio

8.39%

Previous 10.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$26.44 - $27.53 $268,947 - $280,035	-10,172 Reduced 2.22%	447,543 $12.3 Billion
Q3 2025 Oct 20, 2025	SELL	$26.38 - $27.95 $671,028 - $710,964	-25,437 Reduced 5.26%	457,715 $12.5 Billion
Q2 2025 Jul 14, 2025	SELL	$24.32 - $27.87 $856,963 - $982,055	-35,237 Reduced 6.8%	483,152 $12.8 Billion
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $53,668 - $56,708	1,987 Added 0.38%	518,389 $14.5 Billion
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $13.9 Million - $43.9 Million	516,402 New	516,402 $14.1 Billion

Others Institutions Holding SCHD

# of Institutions

2,065

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Lighthouse Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History