Lyell Wealth Management
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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
Q3 		$236K Hold
8,057
– – 0.01% 216
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

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Lyell Wealth Management's SCHB Position: Q3 2026 in Review

Lyell Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 8,057 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #216.

Lyell Wealth Management first reported a position in SCHB in Q1 2024 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Lyell Wealth Management held 8,057 shares of Schwab US Broad Market ETF worth $236K as of Q3 2026.
  • Lyell Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up 0.01% of Lyell Wealth Management's portfolio in Q3 2026, its #216 holding.
  • Lyell Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 8 quarters since.
  • 823 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.