Lantern Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Lantern Wealth Advisors, LLC

  • $138 Billion
  • Q2 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 68,730 shares of SCHO stock, worth $1.66 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
68,730
Previous 40,363 70.28%
Holding current value
$1.66 Million
Previous $1.95 Billion 4.2%
% of portfolio
1.35%
Previous 1.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$47.75 - $48.13 $1.35 Million - $1.37 Million
28,367 Added 70.28%
68,730 $1.86 Billion
Q1 2024

May 14, 2024
BUY
$48.05 - $48.63 $88,604 - $89,673
1,844 Added 4.79%
40,363 $1.95 Billion
Q4 2023

Feb 14, 2024
BUY
$47.66 - $48.45 $1.84 Million - $1.87 Million
38,519 New
38,519 $1.87 Billion

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
170M
Call Options Held
42K
Put Options Held
33.9K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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