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

Lantern Wealth Advisors, LLC

  • $138 Billion
  • Q2 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 5,578 shares of SCHD stock, worth $156,797. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,578
Previous 4,157 34.18%
Holding current value
$156,797
Previous $335 Million 29.41%
% of portfolio
0.31%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,706
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
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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