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
2025 Q2	$539K	Buy
2024 Q4	$519K	Buy
2024 Q3	$520K	Buy
2024 Q2	$434K	Buy
2024 Q1	$335K	Buy
2023 Q4	$234K	Buy