Lantern Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lantern Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$736K	Sell	22,636 -369	-2%	-$12.4K	0.32%	78
2026 Q2	$729K	Buy	23,005 +307	+1%	+$9.7K	0.33%	77
2026 Q1	$696K	Buy	22,698 +1,171	+5%	+$35.5K	0.36%	75
2025 Q4	$591K	Buy	21,527 +872	+4%	+$23.7K	0.31%	81
2025 Q3	$564K	Buy	20,655 +312	+2%	+$8.51K	0.3%	84
2025 Q2	$539K	Buy	+20,343	New	+$531K	0.32%	76
2024 Q4	$519K	Buy	18,996 +543	+3%	+$15.4K	0.34%	75
2024 Q3	$520K	Buy	18,453 +1,719	+10%	+$46.8K	0.36%	73
2024 Q2	$434K	Buy	16,734 +4,263	+34%	+$111K	0.31%	76
2024 Q1	$335K	Buy	12,471 +3,240	+35%	+$83.7K	0.24%	91
2023 Q4	$234K	Buy	+9,231	New	+$220K	0.18%	104

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Lantern Wealth Advisors's SCHD Position: Q3 2026 in Review

Lantern Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q3 2026, selling an estimated $12.4K and leaving 22,636 shares worth $736K. The position accounts for 0.32% of the portfolio, ranked #78.

Lantern Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Lantern Wealth Advisors held 22,636 shares of Schwab US Dividend Equity ETF worth $736K as of Q3 2026.
Lantern Wealth Advisors sold 369 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $12.4K.
Schwab US Dividend Equity ETF made up 0.32% of Lantern Wealth Advisors's portfolio in Q3 2026, its #78 holding.
Lantern Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.