Lyell Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lyell Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,005	Closed	-$214K	–	208
2024 Q2	$214K	Sell	10,005 -4,500	-31%	-$93K	0.02%	195
2024 Q1	$300K	Sell	14,505 -20,937	-59%	-$412K	0.03%	171
2023 Q4	$666K	Sell	35,442 -4,338	-11%	-$76.2K	0.08%	120
2023 Q3	$671K	Buy	39,780 +150	+0.4%	+$2.63K	0.09%	114
2023 Q2	$692K	Sell	39,630 -2,181	-5%	-$36K	0.09%	120
2023 Q1	$674K	Buy	41,811 +54	+0.1%	+$850	0.09%	129
2022 Q4	$628K	Buy	41,757 +72	+0.2%	+$1.09K	0.1%	126
2022 Q3	$588K	Buy	41,685 +177	+0.4%	+$2.78K	0.1%	127
2022 Q2	$618K	Sell	41,508 -1,992	-5%	-$32.3K	0.1%	123
2022 Q1	$781K	Buy	43,500 +126	+0.3%	+$2.23K	0.1%	119
2021 Q4	$823K	Buy	+43,374	New	+$801K	0.09%	116

Other funds holding SCHX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lyell Wealth Management's SCHX Position: Q3 2024 in Review

Lyell Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 10,005 shares — an estimated $214K sold.

Lyell Wealth Management first reported a position in SCHX in Q4 2021 and held it in 11 quarters. The position peaked at $823K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Lyell Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
Lyell Wealth Management sold 10,005 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $214K.
Lyell Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 11 quarters.
Lyell Wealth Management's Schwab US Large- Cap ETF position peaked at $823K in Q4 2021.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Lyell Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.