Back to SCHW-PJ
Lantern Wealth Advisors, LLC → SCHW-PJ
Lantern Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
23
Latest value
$2M
Q3 2026
Peak value
$5.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q3 2025 | $984K |
| Q3 2025 | $564K |
| Q3 2025 | $221K |
| Q3 2025 | $2.5M |
| Q4 2025 | $4.2M |
| Q4 2025 | $1M |
| Q4 2025 | $591K |
| Q4 2025 | $219K |
| Q4 2025 | $2.1M |
| Q1 2026 | $4M |
| Q1 2026 | $581K |
| Q1 2026 | $696K |
| Q1 2026 | $226K |
| Q1 2026 | $2M |
| Q2 2026 | $3.8M |
| Q2 2026 | $754K |
| Q2 2026 | $729K |
| Q2 2026 | $2M |
| Q3 2026 | $3.9M |
| Q3 2026 | $947K |
| Q3 2026 | $736K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 82.4K | — | — |
| Q3 2026 | $736K | 22.6K | — | — |
| Q3 2026 | $947K | 26.4K | — | — |
| Q3 2026 | $3.9M | 40.2K | — | — |
| Q2 2026 | $2M | 83.9K | — | — |
| Q2 2026 | $729K | 23.0K | — | — |
| Q2 2026 | $754K | 22.3K | — | — |
| Q2 2026 | $3.8M | 40.9K | — | — |
| Q1 2026 | $2M | 84.0K | — | — |
| Q1 2026 | $226K | 9.1K | — | — |
| Q1 2026 | $696K | 22.7K | — | — |
| Q1 2026 | $581K | 19.9K | — | — |
| Q1 2026 | $4M | 42.6K | — | — |
| Q4 2025 | $2.1M | 85.9K | — | — |
| Q4 2025 | $219K | 9.1K | — | — |
| Q4 2025 | $591K | 21.5K | — | — |
| Q4 2025 | $1M | 31.6K | — | — |
| Q4 2025 | $4.2M | 42.3K | — | — |
| Q3 2025 | $2.5M | 101.2K | — | — |
| Q3 2025 | $221K | 11.5K | — | — |
| Q3 2025 | $564K | 20.7K | — | — |
| Q3 2025 | $984K | 30.8K | — | — |
| Q3 2025 | $5.7M | 60.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B