Lyell Wealth Management’s Charles Schwab SCHW Stock Holding History

Lyell Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$826K	Buy	8,455 +377	+5%	+$39.7K	0.05%	140
2026 Q2	$745K	Hold	8,078	–	–	0.05%	138
2026 Q1	$759K	Hold	8,078	–	–	0.06%	126
2025 Q4	$807K	Buy	8,078 +365	+5%	+$34.6K	0.06%	126
2025 Q3	$736K	Hold	7,713	–	–	0.05%	131
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	+$445K	0.06%	134
2023 Q2	–	Sell	-9,436	Closed	-$494K	–	197
2023 Q1	$494K	Buy	9,436 +1	+0%	+$73	0.07%	139
2022 Q4	$786K	Sell	9,435 -20	-0.2%	-$1.55K	0.12%	120
2022 Q3	$680K	Buy	9,455 +745	+9%	+$51.7K	0.12%	121
2022 Q2	$550K	Buy	8,710 +5	+0.1%	+$345	0.09%	127
2022 Q1	$734K	Buy	+8,705	New	+$766K	0.09%	122

Other funds holding SCHW

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Lyell Wealth Management's SCHW Position: Q3 2026 in Review

Lyell Wealth Management increased its Charles Schwab (SCHW) stake by 4.7% in Q3 2026, buying an estimated $39.7K and bringing the position to 8,455 shares worth $826K. The position accounts for 0.05% of the portfolio, ranked #140.

Lyell Wealth Management first reported a position in SCHW in Q1 2022 and has held it in 17 quarters since. 1,559 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Lyell Wealth Management held 8,455 shares of Charles Schwab worth $826K as of Q3 2026.
Lyell Wealth Management bought 377 Charles Schwab shares in Q3 2026, an estimated $39.7K.
Charles Schwab made up 0.05% of Lyell Wealth Management's portfolio in Q3 2026, its #140 holding.
Lyell Wealth Management first reported a position in Charles Schwab in Q1 2022 and has held it in 17 quarters since.
1,559 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.