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

Lighthouse Wealth Management Inc.

  • $123 Billion
  • Q3 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 457,715 shares of SCHD stock, worth $12.5 Million. This represents 10.14% of its overall portfolio holdings.

Number of Shares
457,715
Previous 483,152 5.26%
Holding current value
$12.5 Million
Previous $12.8 Billion 2.41%
% of portfolio
10.14%
Previous 11.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,057
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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