Charles Schwab Corporation shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 46k | 59.76 |
| 2024-06-30 | $3.0M | 44k | 67.61 |
| 2024-03-31 | $3.2M | 44k | 72.34 |
| 2023-12-31 | $3.0M | 44k | 68.80 |