Lyell Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Hold |
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|
2025
Q1 | $604K | Hold |
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|
2024
Q4 | $571K | Hold |
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|
2024
Q3 | $500K | Hold |
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|
2024
Q2 | $568K | Hold |
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|
2024
Q1 | $558K | Hold |
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|
2023
Q4 | $531K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $494K | Buy |
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|
2022
Q4 | $786K | Sell |
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|
2022
Q3 | $680K | Buy |
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|
2022
Q2 | $550K | Buy |
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|
2022
Q1 | $734K | Buy |
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