Lyell Wealth Management, LP Schwab Strategic Tr Us Emergin Transaction History
Lyell Wealth Management, LP
- $1.1 Billion
- Q4 2024
A detailed history of Lyell Wealth Management, LP transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Lyell Wealth Management, LP holds 26,250 shares of SCHE stock, worth $713,212. This represents 0.06% of its overall portfolio holdings.
Number of Shares
26,250
Previous 26,414
0.62%
Holding current value
$713,212
Previous $770,000
9.22%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$555 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$227 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.5 Million0.14% of portfolio