A detailed history of Lantern Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 46,396 shares of SCHW stock, worth $3.75 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
46,396
Previous 43,905 5.67%
Holding current value
$3.75 Million
Previous $2.97 Billion 6.59%
% of portfolio
1.92%
Previous 2.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$61.74 - $76.08 $153,794 - $189,515
2,491 Added 5.67%
46,396 $2.77 Billion
Q2 2024

Aug 14, 2024

SELL
$70.03 - $78.9 $21,009 - $23,670
-300 Reduced 0.68%
43,905 $2.97 Billion
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $18,505 - $21,641
299 Added 0.68%
44,205 $3.2 Billion
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $2.17 Million - $3.12 Million
43,906 New
43,906 $3.02 Billion

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $147B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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