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

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 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 41,020 shares of SCHO stock, worth $988,992. This represents 1.39% of its overall portfolio holdings.

Number of Shares
41,020
Previous 68,730 40.32%
Holding current value
$988,992
Previous $1.86 Billion 7.78%
% of portfolio
1.39%
Previous 1.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email