Lantern Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
+60,189
| New | +$3.91M | 2.33% | 9 |
|
|
2024
Q4 | $3.18M | Buy |
46,540
+144
| +0.3% | +$9.83K | 2.06% | 12 |
|
|
2024
Q3 | $2.77M | Buy |
46,396
+2,491
| +6% | +$149K | 1.92% | 13 |
|
|
2024
Q2 | $2.97M | Sell |
43,905
-300
| -0.7% | -$20.3K | 2.15% | 12 |
|
|
2024
Q1 | $3.2M | Buy |
44,205
+299
| +0.7% | +$21.6K | 2.25% | 10 |
|
|
2023
Q4 | $3.02M | Buy |
+43,906
| New | +$3.02M | 2.37% | 9 |
|