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 $725,287. This represents 0.06% of its overall portfolio holdings.

Number of Shares
26,250
Previous 26,414 0.62%
Holding current value
$725,287
Previous $770,000 9.22%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$26.63 - $30.23 $4,367 - $4,957
-164 Reduced 0.62%
26,250 $699,000
Q3 2024

Oct 23, 2024
BUY
$25.45 - $29.53 $4,173 - $4,842
164 Added 0.62%
26,414 $770,000
Q2 2024

Aug 08, 2024
BUY
$24.67 - $27.2 $647,587 - $714,000
26,250 New
26,250 $697,000

Others Institutions Holding SCHE

# of Institutions
845
Shares Held
144M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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