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

Lyell Wealth Management, LP

$1.24 Billion
Q2 2025

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

1,584

Shares Held

803M

Call Options Held

298K

Put Options Held

193K

Envestnet Asset Management Inc

55.2M
Shares

$1.68 Billion
0.5% of portfolio
Mather Group, Llc. Chicago, IL

42.3M
Shares

$1.29 Billion
13.29% of portfolio
Sei Investments CO Oaks, PA

41.2M
Shares

$1.25 Billion
1.38% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.16 Billion
2.06% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.8M
Shares

$997 Million
0.17% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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