Charles Schwab Corporation shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Lyell Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $558k | 7.7k | 72.34 |
2023-12-31 | $531k | 7.7k | 68.80 |
2023-03-31 | $494k | 9.4k | 52.38 |
2022-12-31 | $786k | 9.4k | 83.26 |
2022-09-30 | $680k | 9.5k | 71.92 |
2022-06-30 | $550k | 8.7k | 63.15 |
2022-03-31 | $734k | 8.7k | 84.32 |