SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

Note: Option positions (PUT/CALL) are excluded.

Q2 2024
Shares 3,335 Value ($000) $214 Avg Close — Range —
Q1 2024
Shares 4,835 Value ($000) $300 Avg Close — Range —
Q4 2023
Shares 11,814 Value ($000) $666 Avg Close — Range —
Q3 2023
Shares 13,260 Value ($000) $671 Avg Close — Range —
Q2 2023
Shares 13,210 Value ($000) $692 Avg Close — Range —
Q1 2023
Shares 13,937 Value ($000) $674 Avg Close — Range —
Q4 2022
Shares 13,919 Value ($000) $628 Avg Close — Range —
Q3 2022
Shares 13,895 Value ($000) $588 Avg Close — Range —
Q2 2022
Shares 13,836 Value ($000) $618 Avg Close — Range —
Q1 2022
Shares 14,500 Value ($000) $781 Avg Close — Range —
Q4 2021
Shares 7,229 Value ($000) $823 Avg Close — Range —