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Eli Lilly & Co. shares owned by Charles Schwab Trust

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Charles Schwab Trust from 13F filings

Historical chart of Charles Schwab Trust investment in Eli Lilly & Co.

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All positions including Eli Lilly & Co. held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Charles Schwab Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 226 885.94
2024-06-30 $262k 289 905.38
2023-12-31 $486k 833 582.92
2023-09-30 $679k 1.3k 537.28
2023-06-30 $325k 757 429.45
2023-03-31 $245k 712 343.41

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)

View all positions for Charles Schwab Trust

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
BlackRock
Pnc Financial Services
State Street Corporation
T. Rowe Price Associates
Capital World Investors
Jpmorgan Chase & Co
PRIMECAP Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
International Assets Investment Management
Bank of America Corporation

View all funds holding Eli Lilly & Co.