Lantern Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Lantern Wealth Advisors, LLC

$168 Billion
Q2 2025

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 30,982 shares of SCHG stock, worth $973,764. This represents 0.54% of its overall portfolio holdings.

Number of Shares

30,982

Previous 25,233 22.78%

Holding current value

$973,764

Previous $703 Million 28.68%

% of portfolio

0.54%

Previous 0.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$22.27 - $29.21 $128,030 - $167,928	5,749 Added 22.78%	30,982 $905 Million
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $502,704 - $2.04 Million	19,387 Added 331.63%	25,233 $703 Million
Q3 2024 Nov 14, 2024	BUY	$92.63 - $105.69 $76,882 - $87,722	830 Added 16.55%	5,846 $609 Million
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $9,400 - $10,973	108 Added 2.2%	5,016 $506 Million
Q1 2024 May 14, 2024	BUY	$80.6 - $93.32 $395,584 - $458,014	4,908 New	4,908 $455 Million

Others Institutions Holding SCHG

# of Institutions

1,605

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

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Lantern Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History