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 $493,814. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,410
Previous 12,205 100.0%
Holding current value
$493,814
Previous $501,000 9.98%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 31, 2025
BUY
$18.41 - $40.87 $224,694 - $498,818
12,205 Added 100.0%
24,410 $451,000
Q2 2024

Aug 08, 2024
BUY
$37.19 - $39.82 $453,903 - $486,003
12,205 New
12,205 $468,000

Others Institutions Holding SCHF

# of Institutions
1,377
Shares Held
1.39B
Call Options Held
38.7K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
Track This Portfolio

Track Lyell Wealth Management, LP Portfolio

Follow Lyell Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email