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

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 2024

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 6,151 shares of SCHD stock, worth $167,860. This represents 0.36% of its overall portfolio holdings.

Number of Shares
6,151
Previous 5,578 10.27%
Holding current value
$167,860
Previous $434 Million 19.89%
% of portfolio
0.36%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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