Charles Schwab’s Piedmont Lithium PLL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-167,671
Closed -$976K 3517
2025
Q2
$976K Buy
167,671
+9,929
+6% +$64.9K ﹤0.01% 2904
2025
Q1
$994K Buy
157,742
+7,824
+5% +$62.5K ﹤0.01% 2845
2024
Q4
$1.31M Sell
149,918
-4,963
-3% -$58.2K ﹤0.01% 2815
2024
Q3
$1.38M Buy
154,881
+20,481
+15% +$185K ﹤0.01% 2812
2024
Q2
$1.34M Sell
134,400
-7,007
-5% -$89.5K ﹤0.01% 2832
2024
Q1
$1.88M Buy
141,407
+2,905
+2% +$46.6K ﹤0.01% 2607
2023
Q4
$3.91M Buy
138,502
+1,625
+1% +$47.7K ﹤0.01% 2411
2023
Q3
$5.43M Buy
136,877
+10,243
+8% +$498K ﹤0.01% 2214
2023
Q2
$7.31M Buy
126,634
+2,576
+2% +$147K ﹤0.01% 2057
2023
Q1
$7.45M Buy
124,058
+689
+0.6% +$41.8K ﹤0.01% 2011
2022
Q4
$5.43M Buy
123,369
+2,543
+2% +$141K ﹤0.01% 2175
2022
Q3
$6.46M Sell
120,826
-5,315
-4% -$273K ﹤0.01% 2084
2022
Q2
$4.59M Buy
126,141
+46,676
+59% +$2.76M ﹤0.01% 2219
2022
Q1
$5.8M Buy
79,465
+2,161
+3% +$121K ﹤0.01% 2207
2021
Q4
$4.06M Buy
+77,304
New +$4.52M ﹤0.01% 2449

Other funds holding PLL

Charles Schwab's PLL Position: Q3 2025 in Review

Charles Schwab sold out of Piedmont Lithium (PLL) in Q3 2025, closing a stake of 167,671 shares — an estimated $976K sold.

Charles Schwab first reported a position in PLL in Q4 2021 and held it in 15 quarters. The position peaked at $7.45M in Q1 2023. 1 fund tracked by Wall St. Rank holds PLL as of Q3 2025.

  • Charles Schwab reported no remaining Piedmont Lithium position as of Q3 2025 after selling out during the quarter.
  • Charles Schwab sold 167,671 Piedmont Lithium shares in Q3 2025, an estimated $976K.
  • Charles Schwab first reported a position in Piedmont Lithium in Q4 2021 and held it in 15 quarters.
  • Charles Schwab's Piedmont Lithium position peaked at $7.45M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Piedmont Lithium as of Q3 2025.

Based on Charles Schwab's 13F filing for Q3 2025, filed 10 Nov 2025.