Lighthouse Wealth Management Inc. SCHD Holdings History
Lighthouse Wealth Management Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Lighthouse Wealth Management Inc. held 483,152.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $12.80 Mil. This investment constitutes 11.08% of their stock portfolio, and Lighthouse Wealth Management Inc. now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then Lighthouse Wealth Management Inc. has made 1 purchases of SCHD, at an average price of $28.43, for a total of 518,389.00 shares. In addition, there have been 1 sales at an average price of $26.14 for 35,237.00 shares. Based on historical transaction data and SCHD's current price of $27.12, Lighthouse Wealth Management Inc.'s estimated gain on his SCHD holdings is $-712,529.00, reflecting a -4.84% gain to date.
Lighthouse Wealth Management Inc. SCHD ($27.12) Holding Chart
Lighthouse Wealth Management Inc. SCHD ($27.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
