Charles Schwab’s Clean Energy Technologies CETY Stock Holding History

Charles Schwab’s Portfolio CETY Stock Details CETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,663	Closed	-$69.9K	–	3584
2023 Q2	$69.9K	Buy	+2,663	New	+$96.2K	﹤0.01%	3379

Other funds holding CETY

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab's CETY Position: Q3 2023 in Review

Charles Schwab sold out of Clean Energy Technologies (CETY) in Q3 2023, closing a stake of 2,663 shares — an estimated $69.9K sold.

Charles Schwab first reported a position in CETY in Q2 2023 and held it in 1 quarter. The position peaked at $69.9K in Q2 2023. 10 funds tracked by Wall St. Rank hold CETY as of Q3 2023.

Charles Schwab reported no remaining Clean Energy Technologies position as of Q3 2023 after selling out during the quarter.
Charles Schwab sold 2,663 Clean Energy Technologies shares in Q3 2023, an estimated $69.9K.
Charles Schwab first reported a position in Clean Energy Technologies in Q2 2023 and held it in 1 quarter.
Charles Schwab's Clean Energy Technologies position peaked at $69.9K in Q2 2023.
10 funds tracked by Wall St. Rank held Clean Energy Technologies as of Q3 2023.

Based on Charles Schwab's 13F filing for Q3 2023, filed 8 Nov 2023.