Schwab U S Broad Market ETF shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 8.1k | 25.71 |
| 2024-09-30 | $230k | 3.5k | 66.52 |
| 2024-06-30 | $217k | 3.5k | 62.86 |
| 2024-03-31 | $211k | 3.5k | 61.04 |