Lyell Wealth Management, LP Schwab Strategic Tr Intl Eqty Transaction History
Lyell Wealth Management, LP
- $1.09 Billion
- Q3 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 12,205 shares of SCHF stock, worth $224,571. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,205
Previous 12,205
-0.0%
Holding current value
$224,571
Previous $468,000
7.05%
% of portfolio
0.05%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHF
# of Institutions
1,274Shares Held
776MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.85 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.52 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.49 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.31 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$932 Million6.47% of portfolio