Lantern Wealth Advisors, LLC's ownership history for SCHW

Lantern Wealth Advisors, LLC currently holds 42.3K shares with a market value of $4.2M. It started holding SCHW on 2024-09-30. At its peak, it held 60.3K shares on 2025-09-30. Its highest holding value was $5.7M on 2025-09-30. At its lowest, it held 42.3K shares on 2025-12-31, with a value of $2.8M on 2024-09-30. In the recent 180 days, Lantern Wealth Advisors, LLC has decreased its shares by 17.9K. In the recent year, Lantern Wealth Advisors, LLC has decreased its shares by 4.1K.