Schwab Strategic Tr us lrg cap etf shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $300k | 4.8k | 62.06 |
| 2023-12-31 | $666k | 12k | 56.40 |
| 2023-09-30 | $671k | 13k | 50.60 |
| 2023-06-30 | $692k | 13k | 52.37 |
| 2023-03-31 | $674k | 14k | 48.37 |
| 2022-12-31 | $628k | 14k | 45.15 |
| 2022-09-30 | $588k | 14k | 42.32 |
| 2022-06-30 | $618k | 14k | 44.67 |
| 2022-03-31 | $781k | 15k | 53.86 |
| 2021-12-31 | $823k | 7.2k | 113.85 |
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