LWA
Lantern Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
+20,343
| New | +$539K | 0.32% | 76 |
|
|
2024
Q4 | $519K | Buy |
18,996
+12,845
| +209% | +$351K | 0.34% | 75 |
|
|
2024
Q3 | $520K | Buy |
6,151
+573
| +10% | +$48.4K | 0.36% | 73 |
|
|
2024
Q2 | $434K | Buy |
5,578
+1,421
| +34% | +$110K | 0.31% | 76 |
|
|
2024
Q1 | $335K | Buy |
4,157
+1,080
| +35% | +$87.1K | 0.24% | 91 |
|
|
2023
Q4 | $234K | Buy |
+3,077
| New | +$234K | 0.18% | 104 |
|