Lyell Wealth Management
SCHE icon

Lyell Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Lyell Wealth Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.96M Sell
53,820
-65
-0.1% -$2.37K 0.12% 102
2026
Q2 		$1.95M Buy
53,885
+13,945
+35% +$498K 0.12% 101
2026
Q1 		$1.32M Buy
39,940
+6,605
+20% +$226K 0.1% 105
2025
Q4 		$1.09M Buy
33,335
+1,550
+5% +$51.7K 0.08% 116
2025
Q3 		$1.06M Buy
31,785
+470
+2% +$14.8K 0.08% 117
2025
Q2 		$944K Buy
31,315
+2,735
+10% +$77.4K 0.07% 124
2025
Q1 		$788K Buy
28,580
+2,330
+9% +$63.8K 0.07% 128
2024
Q4 		$699K Sell
26,250
-164
-0.6% -$4.63K 0.06% 129
2024
Q3 		$771K Buy
26,414
+164
+0.6% +$4.44K 0.07% 129
2024
Q2 		$697K Buy
+26,250
New +$684K 0.07% 122

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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

Lyell Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.12% in Q3 2026, selling an estimated $2.37K and leaving 53,820 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #102.

Lyell Wealth Management first reported a position in SCHE in Q2 2024 and has held it in 10 quarters since. 597 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Lyell Wealth Management held 53,820 shares of Schwab Emerging Markets Equity ETF worth $1.96M as of Q3 2026.
  • Lyell Wealth Management sold 65 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $2.37K.
  • Schwab Emerging Markets Equity ETF made up 0.12% of Lyell Wealth Management's portfolio in Q3 2026, its #102 holding.
  • Lyell Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and has held it in 10 quarters since.
  • 597 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

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