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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lantern Wealth Advisors's SCHD Position: Q1 2026 in Review

Lantern Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.4% in Q1 2026, buying an estimated $35.5K and bringing the position to 22,698 shares worth $696K. The position accounts for 0.36% of the portfolio, ranked #75.

Lantern Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 9 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Lantern Wealth Advisors held 22,698 shares of Schwab US Dividend Equity ETF worth $696K as of Q1 2026.
Lantern Wealth Advisors bought 1,171 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $35.5K.
Schwab US Dividend Equity ETF made up 0.36% of Lantern Wealth Advisors's portfolio in Q1 2026, its #75 holding.
Lantern Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 9 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.