Lantern Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 5,846 shares of SCHG stock, worth $166,494. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,846
Previous 5,016 16.55%
Holding current value
$166,494
Previous $506 Million 20.41%
% of portfolio
0.42%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$92.63 - $105.69 $76,882 - $87,722
830 Added 16.55%
5,846 $609 Million
Q2 2024

Aug 14, 2024
BUY
$87.04 - $101.61 $9,400 - $10,973
108 Added 2.2%
5,016 $506 Million
Q1 2024

May 14, 2024
BUY
$80.6 - $93.32 $395,584 - $458,014
4,908 New
4,908 $455 Million

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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