LWM
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Lyell Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Lyell Wealth Management’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.24M Buy
56,076
+11,550
+26% +$255K 0.1% 110
2025
Q1 		$881K Buy
44,526
+20,116
+82% +$398K 0.08% 122
2024
Q4 		$452K Hold
24,410
– – 0.04% 146
2024
Q3 		$502K Hold
24,410
– – 0.05% 143
2024
Q2 		$469K Buy
+24,410
New +$469K 0.04% 144