Lyell Wealth Management, LP Schwab Strategic Tr Us Broad M Transaction History

Lyell Wealth Management, LP

  • $1.04 Billion
  • Q2 2024

A detailed history of Lyell Wealth Management, LP transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Lyell Wealth Management, LP holds 3,459 shares of SCHB stock, worth $229,643. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,459
Previous 3,459 -0.0%
Holding current value
$229,643
Previous $211,000 2.84%
% of portfolio
0.02%
Previous 0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$54.61 - $61.05 $188,895 - $211,171
3,459 New
3,459 $211,000

Others Institutions Holding SCHB

# of Institutions
1,147
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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