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

Lantern Wealth Advisors, LLC

  • $142 Billion
  • Q1 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 4,157 shares of SCHD stock, worth $320,837. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,157
Previous 3,077 35.1%
Holding current value
$320,837
Previous $234 Million 43.09%
% of portfolio
0.24%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,642
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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