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
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Quarterly reported holdings in Charles Schwab Corporation by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $736k | 7.7k | 95.47 |
| 2025-06-30 | $704k | 7.7k | 91.24 |
| 2025-03-31 | $604k | 7.7k | 78.28 |
| 2024-12-31 | $571k | 7.7k | 74.01 |
| 2024-09-30 | $500k | 7.7k | 64.81 |
| 2024-06-30 | $568k | 7.7k | 73.69 |
| 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 |