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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$905K	Buy	+30,982	New	+$905K	0.54%	55
2024 Q4	$703K	Buy	25,233 +1,849	+8%	+$51.5K	0.46%	56
2024 Q3	$609K	Buy	23,384 +3,320	+17%	+$86.5K	0.42%	60
2024 Q2	$506K	Buy	20,064 +432	+2%	+$10.9K	0.37%	66
2024 Q1	$455K	Buy	+19,632	New	+$455K	0.32%	78