Charles Schwab Investment Management Inc Lloyds Banking Group PLC Transaction History

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Lloyds Banking Group PLC stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,661,204 shares of LYG stock, worth $7.51 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,661,204

Previous 1,351,534 22.91%

Holding current value

$7.51 Million

Previous $5.16 Million 36.77%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$3.32 - $4.29 $1.03 Million - $1.33 Million	309,670 Added 22.91%	1,661,204 $7.06 Million
Q1 2025 Sep 15, 2025	SELL	$2.58 - $3.9 $798,948 - $1.21 Million	-309,670 Reduced 18.64%	1,351,534 $5.16 Million
Q1 2025 May 09, 2025	BUY	$2.58 - $3.9 $580,788 - $877,936	225,112 Added 19.98%	1,351,534 $5.16 Million
Q4 2024 Feb 06, 2025	BUY	$2.67 - $3.23 $189,137 - $228,806	70,838 Added 6.71%	1,126,422 $3.06 Million
Q3 2024 Nov 12, 2024	BUY	$2.73 - $3.17 $491,885 - $571,164	180,178 Added 20.58%	1,055,584 $3.28 Million
Q2 2024 Aug 12, 2024	BUY	$2.45 - $2.84 $681,955 - $790,511	278,349 Added 46.62%	875,406 $2.39 Million
Q1 2024 May 08, 2024	BUY	$2.02 - $2.63 $399,713 - $520,419	197,878 Added 49.57%	597,057 $1.55 Million
Q4 2023 Feb 06, 2024	BUY	$1.89 - $2.45 $262,386 - $340,131	138,829 Added 53.32%	399,179 $954,000
Q3 2023 Nov 08, 2023	BUY	$2.0 - $2.39 $134,970 - $161,289	67,485 Added 34.99%	260,350 $554,000
Q2 2023 Aug 09, 2023	BUY	$2.09 - $2.46 $114,251 - $134,478	54,666 Added 39.56%	192,865 $424,000
Q1 2023 May 11, 2023	BUY	$2.18 - $2.6 $145,900 - $174,010	66,927 Added 93.9%	138,199 $320,000
Q4 2022 Feb 13, 2023	BUY	$1.72 - $2.28 $122,587 - $162,500	71,272 New	71,272 $157,000

Others Institutions Holding LYG

# of Institutions

524

Shares Held

636M

Call Options Held

127K

Put Options Held

117K

View Full List

About Lloyds Banking Group plc

Ticker LYG
Exchange OTC
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 16,865,399,808
Market Cap $76.2B
Description
Lloyds Banking Group plc, together with its subsidiaries, provides a range of banking and financial services in the United Kingdom. It operates through three segments: Retail; Commercial Banking; and Insurance and Wealth. The Retail segment offers a range of financial service products, including current accounts, savings, mortgages, motor financ...

More about LYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.

Account

Charles Schwab Investment Management Inc Lloyds Banking Group PLC Transaction History