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Livermore
Livermore
ZHEN

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
8,078
Value
$745.4K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2022
Holdings of SCHW by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,078$745.4K<0.1%00.0%UnchangedHolders
Q1 20268,078$759.2K0.1%00.0%UnchangedHolders
Q4 20258,078$807.1K0.1%+365+4.7%AddedHolders
Q3 20257,713$736.4K0.1%00.0%UnchangedHolders
Q2 20257,713$703.7K0.1%00.0%UnchangedHolders
Q1 20257,713$603.8K0.1%00.0%UnchangedHolders
Q4 20247,713$570.8K0.1%00.0%UnchangedHolders
Q3 20247,713$499.9K<0.1%00.0%UnchangedHolders
Q2 20247,713$568.4K0.1%00.0%UnchangedHolders
Q1 20247,713$558.0K0.1%00.0%UnchangedHolders
Q4 20237,713$530.7K0.1%+7,713NewHolders
Q2 20230$00.0%−9,436−100.0%Sold outHolders
Q1 20239,436$494.3K0.1%+10.0%AddedHolders
Q4 20229,435$785.6K0.1%−20−0.2%ReducedHolders
Q3 20229,455$680.0K0.1%+745+8.6%AddedHolders
Q2 20228,710$550.0K0.1%+5+0.1%AddedHolders
Q1 20228,705$734.0K0.1%+8,705NewHolders