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

Lantern Wealth Advisors, LLC

$154 Billion
Q4 2024

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 93,219 shares of SCHO stock, worth $2.26 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

93,219

Previous 41,020 127.25%

Holding current value

$2.26 Million

Previous $2.01 Billion 11.63%

% of portfolio

1.46%

Previous 1.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

694

Shares Held

307M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.

Account

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