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

Lantern Wealth Advisors, LLC

$189 Billion
Q3 2025

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 101,157 shares of SCHO stock, worth $2.46 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

101,157

Previous 102,296 1.11%

Holding current value

$2.46 Million

Previous $2.49 Billion 1.03%

% of portfolio

1.31%

Previous 1.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 26, 2025	SELL	$24.23 - $24.42 $27,597 - $27,814	-1,139 Reduced 1.11%	101,157 $2.47 Billion
Q2 2025 Aug 14, 2025	BUY	$24.19 - $24.45 $219,572 - $221,932	9,077 Added 9.74%	102,296 $2.49 Billion
Q4 2024 Feb 14, 2025	BUY	$24.06 - $48.88 $1.26 Million - $2.55 Million	52,199 Added 127.25%	93,219 $2.24 Billion
Q3 2024 Nov 14, 2024	SELL	$47.93 - $49.06 $1.33 Million - $1.36 Million	-27,710 Reduced 40.32%	41,020 $2.01 Billion
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

707

Shares Held

323M

Call Options Held

Put Options Held

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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