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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
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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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: Q1 2026 in Review

Lyell Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 8,056 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #212.

Lyell Wealth Management first reported a position in SCHB in Q1 2024 and has held it in 6 quarters since. The position peaked at $230K in Q3 2024. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Lyell Wealth Management held 8,056 shares of Schwab US Broad Market ETF worth $202K as of Q1 2026.
  • Lyell Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.01% of Lyell Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Lyell Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 6 quarters since.
  • Lyell Wealth Management's Schwab US Broad Market ETF position peaked at $230K in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.