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

Lantern Wealth Advisors, LLC

  • $142 Billion
  • Q1 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 40,363 shares of SCHO stock, worth $1.94 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
40,363
Previous 38,519 4.79%
Holding current value
$1.94 Million
Previous $1.87 Billion 4.27%
% of portfolio
1.37%
Previous 1.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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