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 Q3	$947K	Buy	26,364 +4,071	+18%	+$143K	0.41%	58
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%	+$83.6K	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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lantern Wealth Advisors's SCHG Position: Q3 2026 in Review

Lantern Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q3 2026, buying an estimated $143K and bringing the position to 26,364 shares worth $947K. The position accounts for 0.41% of the portfolio, ranked #58.

Lantern Wealth Advisors first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2025. 865 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Lantern Wealth Advisors held 26,364 shares of Schwab US Large-Cap Growth ETF worth $947K as of Q3 2026.
Lantern Wealth Advisors bought 4,071 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $143K.
Schwab US Large-Cap Growth ETF made up 0.41% of Lantern Wealth Advisors's portfolio in Q3 2026, its #58 holding.
Lantern Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Lantern Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.03M in Q4 2025.
865 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.