Lantern Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Lantern Wealth Advisors, LLC

$189 Billion
Q3 2025

A detailed history of Lantern Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 20,655 shares of SCHD stock, worth $562,642. This represents 0.3% of its overall portfolio holdings.

Number of Shares

20,655

Previous 20,343 1.53%

Holding current value

$562,642

Previous $539 Million 4.6%

% of portfolio

0.3%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 26, 2025	BUY	$26.38 - $27.95 $8,230 - $8,720	312 Added 1.53%	20,655 $564 Million
Q2 2025 Aug 14, 2025	BUY	$24.32 - $27.87 $32,759 - $37,540	1,347 Added 7.09%	20,343 $539 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $345,915 - $1.09 Million	12,845 Added 208.83%	18,996 $519 Million
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $44,132 - $48,739	573 Added 10.27%	6,151 $520 Million
Q2 2024 Aug 14, 2024	BUY	$75.81 - $80.15 $107,726 - $113,893	1,421 Added 34.18%	5,578 $434 Million

Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $81,270 - $87,080	1,080 Added 35.1%	4,157 $335 Million
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $205,851 - $234,836	3,077 New	3,077 $234 Million

Others Institutions Holding SCHD

# of Institutions

2,055

Shares Held

872M

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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Lantern Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History