Lantern Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Lantern Wealth Advisors, LLC
- $154 Billion
- Q4 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 25,233 shares of SCHG stock, worth $685,580. This represents 0.46% of its overall portfolio holdings.
Number of Shares
25,233
Previous 5,846
331.63%
Holding current value
$685,580
Previous $609 Million
15.47%
% of portfolio
0.46%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,499Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.31 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.12 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.1 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.04 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$669 Million0.25% of portfolio