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 $239,950. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,205
Previous 12,205
-0.0%
Holding current value
$239,950
Previous $468,000
7.05%
% of portfolio
0.05%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHF
# of Institutions
1,225Shares Held
868MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$2.88 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$2.32 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$1.57 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$1.53 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.4 Billion11.16% of portfolio