Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$745,357
-$13,813 QoQ
Shares Held
8,078
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,338
of 2,304 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $24,635,329 across 3 Capital Markets names. SCHW ranks #2 (3.0% of the industry book) .
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,357 | 8,078 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $759,170 | 8,078 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $807,072 | 8,078 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $736,360 | 7,713 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $703,734 | 7,713 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $603,773 | 7,713 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $570,839 | 7,713 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $499,879 | 7,713 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $568,370 | 7,713 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $557,958 | 7,713 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $530,654 | 7,713 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $494,257 | 9,436 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $785,558 | 9,435 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $679,530 | 9,455 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $550,297 | 8,710 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $733,918 | 8,705 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||