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 Q2	$754K	Buy	22,293 +2,365	+12%	+$78.4K	0.35%	72
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lantern Wealth Advisors's SCHG Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q2 2026, buying an estimated $78.4K and bringing the position to 22,293 shares worth $754K. The position accounts for 0.35% of the portfolio, ranked #72.

Lantern Wealth Advisors first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Lantern Wealth Advisors held 22,293 shares of Schwab US Large-Cap Growth ETF worth $754K as of Q2 2026.
Lantern Wealth Advisors bought 2,365 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $78.4K.
Schwab US Large-Cap Growth ETF made up 0.35% of Lantern Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Lantern Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Lantern Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.03M in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.