Lyell Wealth Management, LP Schwab Strategic Tr Us Large C Transaction History

Lyell Wealth Management, LP

$1.09 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$65.63 - $82.62 $100,676 - $126,739	-1,534 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$73.11 - $83.4 $112,150 - $127,935	1,534 New	1,534 $251,000

Others Institutions Holding SCHG

# of Institutions

1,315

Shares Held

182M

Call Options Held

140K

Put Options Held

91.5K

Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$313 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$305 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$272 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$266 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$135 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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