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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$905K Buy
2024
Q4
$703K Buy
2024
Q3
$609K Buy
2024
Q2
$506K Buy
2024
Q1
$455K Buy