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

Lyell Wealth Management, LP

  • $1.32 Billion
  • Q3 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 23,329 shares of SCHD stock, worth $635,481. This represents 0.05% of its overall portfolio holdings.

Number of Shares
23,329
Previous 23,179 0.65%
Holding current value
$635,481
Previous $614,000 3.58%
% of portfolio
0.05%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$26.38 - $27.95 $3,957 - $4,192
150 Added 0.65%
23,329 $636,000
Q2 2025

Jul 29, 2025
SELL
$24.32 - $27.87 $29,184 - $33,444
-1,200 Reduced 4.92%
23,179 $614,000
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
2,065
Shares Held
866M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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