Lyell Wealth Management, LP Schwab Strategic Tr Intl Eqty Transaction History
Lyell Wealth Management, LP
- $1.32 Billion
- Q3 2025
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 56,036 shares of SCHF stock, worth $1.34 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
56,036
Previous 56,076
0.07%
Holding current value
$1.34 Million
Previous $1.24 Million
5.25%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,545Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
-
Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio