Lantern Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
SLI
RIM
WANY
Lantern Wealth Advisors's SCHD Position: Q2 2026 in Review
Lantern Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.4% in Q2 2026, buying an estimated $9.74K and bringing the position to 23,005 shares worth $729K. The position accounts for 0.33% of the portfolio, ranked #77.
Lantern Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Lantern Wealth Advisors held 23,005 shares of Schwab US Dividend Equity ETF worth $729K as of Q2 2026.
- Lantern Wealth Advisors bought 307 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $9.74K.
- Schwab US Dividend Equity ETF made up 0.33% of Lantern Wealth Advisors's portfolio in Q2 2026, its #77 holding.
- Lantern Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
- 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.