Lyell Wealth Management, LP Schwab Strategic Tr Us Dividen Transaction History

Lyell Wealth Management, LP

$1.06 Billion
Q1 2025

A detailed history of Lyell Wealth Management, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lyell Wealth Management, LP holds 24,379 shares of SCHD stock, worth $650,919. This represents 0.06% of its overall portfolio holdings.

Number of Shares

24,379

Previous 26,027 6.33%

Holding current value

$650,919

Previous $711,000 4.22%

% of portfolio

0.06%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$27.01 - $28.54 $44,512 - $47,033	-1,648 Reduced 6.33%	24,379 $681,000
Q4 2024 Jan 31, 2025	BUY	$26.93 - $84.95 $444,802 - $1.4 Million	16,517 Added 173.68%	26,027 $711,000
Q3 2024 Oct 23, 2024	SELL	$77.02 - $85.06 $32,733 - $36,150	-425 Reduced 4.28%	9,510 $803,000
Q2 2024 Aug 08, 2024	SELL	$75.81 - $80.15 $68,987 - $72,936	-910 Reduced 8.39%	9,935 $772,000
Q1 2024 May 03, 2024	BUY	$75.25 - $80.63 $248,851 - $266,643	3,307 Added 43.87%	10,845 $874,000
Q4 2023 Feb 02, 2024	BUY	$66.9 - $76.32 $99,747 - $113,793	1,491 Added 24.66%	7,538 $573,000
Q3 2023 Oct 31, 2023	SELL	$70.63 - $75.66 $53,749 - $57,577	-761 Reduced 11.18%	6,047 $427,000
Q2 2023 Aug 04, 2023	BUY	$69.18 - $73.94 $2,559 - $2,735	37 Added 0.55%	6,808 $494,000
Q1 2023 May 03, 2023	BUY	$70.28 - $78.03 $24,387 - $27,076	347 Added 5.4%	6,771 $495,000
Q4 2022 Jan 24, 2023	BUY	$67.16 - $79.06 $873 - $1,027	13 Added 0.2%	6,424 $0
Q3 2022 Oct 24, 2022	BUY	$66.43 - $77.87 $60,650 - $71,095	913 Added 16.61%	6,411 $426,000
Q2 2022 Jul 28, 2022	BUY	$70.31 - $80.24 $2,601 - $2,968	37 Added 0.68%	5,498 $394,000
Q1 2022 May 04, 2022	SELL	$75.14 - $81.94 $63,793 - $69,567	-849 Reduced 13.45%	5,461 $431,000
Q4 2021 Feb 08, 2022	BUY	$74.93 - $80.86 $472,808 - $510,226	6,310 New	6,310 $510,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Lyell Wealth Management, LP Schwab Strategic Tr Us Dividen Transaction History