Lyell Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Hold |
7,713
| – | – | 0.06% | 136 |
|
|
2025
Q1 | $604K | Hold |
7,713
| – | – | 0.06% | 138 |
|
|
2024
Q4 | $571K | Hold |
7,713
| – | – | 0.05% | 138 |
|
|
2024
Q3 | $500K | Hold |
7,713
| – | – | 0.05% | 144 |
|
|
2024
Q2 | $568K | Hold |
7,713
| – | – | 0.05% | 131 |
|
|
2024
Q1 | $558K | Hold |
7,713
| – | – | 0.06% | 130 |
|
|
2023
Q4 | $531K | Buy |
+7,713
| New | +$531K | 0.06% | 134 |
|
|
2023
Q2 | – | Sell |
-9,436
| Closed | -$494K | – | 197 |
|
|
2023
Q1 | $494K | Buy |
9,436
+1
| +0% | +$52 | 0.07% | 139 |
|
|
2022
Q4 | $786K | Sell |
9,435
-20
| -0.2% | -$1.67K | 0.12% | 120 |
|
|
2022
Q3 | $680K | Buy |
9,455
+745
| +9% | +$53.6K | 0.12% | 121 |
|
|
2022
Q2 | $550K | Buy |
8,710
+5
| +0.1% | +$316 | 0.09% | 127 |
|
|
2022
Q1 | $734K | Buy |
+8,705
| New | +$734K | 0.09% | 122 |
|