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

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 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 26,414 shares of SCHE stock, worth $711,064. This represents 0.07% of its overall portfolio holdings.

Number of Shares
26,414
Previous 26,250 0.62%
Holding current value
$711,064
Previous $697,000 10.47%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
780
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
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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