Schwab U S Large Cap Growth ETF shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $984k | 31k | 31.91 |
| 2025-06-30 | $905k | 31k | 29.21 |
| 2024-12-31 | $703k | 25k | 27.87 |
| 2024-09-30 | $609k | 5.8k | 104.19 |
| 2024-06-30 | $506k | 5.0k | 100.85 |
| 2024-03-31 | $455k | 4.9k | 92.73 |
Top funds holding Schwab U S Large Cap Growth ETF
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