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Lantern Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lantern Wealth Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$581K Sell
19,928
-11,638
-37% -$362K 0.3% 86
2025
Q4 		$1.03M Buy
31,566
+745
+2% +$24.2K 0.55% 50
2025
Q3 		$984K Sell
30,821
-161
-0.5% -$4.91K 0.52% 49
2025
Q2 		$905K Buy
+30,982
New +$819K 0.54% 55
2024
Q4 		$703K Buy
25,233
+1,849
+8% +$50.6K 0.46% 56
2024
Q3 		$609K Buy
23,384
+3,320
+17% +$83.5K 0.42% 60
2024
Q2 		$506K Buy
20,064
+432
+2% +$10.2K 0.37% 66
2024
Q1 		$455K Buy
+19,632
New +$434K 0.32% 78

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Lantern Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 37% in Q1 2026, selling an estimated $362K and leaving 19,928 shares worth $581K. The position accounts for 0.3% of the portfolio, ranked #86.

Lantern Wealth Advisors first reported a position in SCHG in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Lantern Wealth Advisors held 19,928 shares of Schwab US Large-Cap Growth ETF worth $581K as of Q1 2026.
  • Lantern Wealth Advisors sold 11,638 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $362K.
  • Schwab US Large-Cap Growth ETF made up 0.3% of Lantern Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • Lantern Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • Lantern Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.03M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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