Lyell Wealth Management, LP Schwab Strategic Tr Intl Eqty Transaction History
Lyell Wealth Management, LP
- $1.1 Billion
- Q4 2024
A detailed history of Lyell Wealth Management, LP transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Lyell Wealth Management, LP holds 24,410 shares of SCHF stock, worth $486,979. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,410
Previous 12,205
100.0%
Holding current value
$486,979
Previous $501,000
9.98%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,351Shares Held
1.34BCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO335MShares$6.68 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.61 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.44 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio
-
Brooklyn Fi, LLC New York, NY24.2MShares$482 Million2.44% of portfolio