LWM
SCHB icon

Lyell Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Lyell Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
8,057
+1
+0% +$28 0.01% 222
2026
Q1 		$202K Hold
8,056
– – 0.01% 212
2025
Q4 		$211K Hold
8,056
– – 0.02% 207
2025
Q3 		$207K Buy
+8,056
New +$199K 0.02% 205
2024
Q4 		– Sell
-10,377
Closed -$230K – 206
2024
Q3 		$230K Hold
10,377
– – 0.02% 196
2024
Q2 		$217K Hold
10,377
– – 0.02% 192
2024
Q1 		$211K Buy
+10,377
New +$201K 0.02% 192

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Lyell Wealth Management's SCHB Position: Q2 2026 in Review

Lyell Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2026, buying an estimated $28 and bringing the position to 8,057 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #222.

Lyell Wealth Management first reported a position in SCHB in Q1 2024 and has held it in 7 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Lyell Wealth Management held 8,057 shares of Schwab US Broad Market ETF worth $233K as of Q2 2026.
  • Lyell Wealth Management bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up 0.01% of Lyell Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Lyell Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 7 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.