Lyell Wealth Management, LP Schwab Strategic Tr Us Dividen Transaction History

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 2024

A detailed history of Lyell Wealth Management, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lyell Wealth Management, LP holds 9,510 shares of SCHD stock, worth $260,954. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,510
Previous 9,935 4.28%
Holding current value
$260,954
Previous $772,000 4.02%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$77.02 - $85.06 $32,733 - $36,150
-425 Reduced 4.28%
9,510 $803,000
Q2 2024

Aug 08, 2024
SELL
$75.81 - $80.15 $68,987 - $72,936
-910 Reduced 8.39%
9,935 $772,000
Q1 2024

May 03, 2024
BUY
$75.25 - $80.63 $248,851 - $266,643
3,307 Added 43.87%
10,845 $874,000
Q4 2023

Feb 02, 2024
BUY
$66.9 - $76.32 $99,747 - $113,793
1,491 Added 24.66%
7,538 $573,000
Q3 2023

Oct 31, 2023
SELL
$70.63 - $75.66 $53,749 - $57,577
-761 Reduced 11.18%
6,047 $427,000
Q2 2023

Aug 04, 2023
BUY
$69.18 - $73.94 $2,559 - $2,735
37 Added 0.55%
6,808 $494,000
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $24,387 - $27,076
347 Added 5.4%
6,771 $495,000
Q4 2022

Jan 24, 2023
BUY
$67.16 - $79.06 $873 - $1,027
13 Added 0.2%
6,424 $0
Q3 2022

Oct 24, 2022
BUY
$66.43 - $77.87 $60,650 - $71,095
913 Added 16.61%
6,411 $426,000
Q2 2022

Jul 28, 2022
BUY
$70.31 - $80.24 $2,601 - $2,968
37 Added 0.68%
5,498 $394,000
Q1 2022

May 04, 2022
SELL
$75.14 - $81.94 $63,793 - $69,567
-849 Reduced 13.45%
5,461 $431,000
Q4 2021

Feb 08, 2022
BUY
$74.93 - $80.86 $472,808 - $510,226
6,310 New
6,310 $510,000

Others Institutions Holding SCHD

# of Institutions
1,762
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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