Charles Schwab
YHGJ icon

Charles Schwab’s Yunhong Green CTI Ltd YHGJ Stock Holding History

Charles Schwab’s Portfolio YHGJ Stock Details YHGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,021
Closed -$18.2K – 3522
2024
Q3 		$18.2K Hold
2,021
– – ﹤0.01% 3487
2024
Q2 		$25.3K Hold
2,021
– – ﹤0.01% 3575
2024
Q1 		$32.1K Hold
2,021
– – ﹤0.01% 3401
2023
Q4 		$42.9K Hold
2,021
– – ﹤0.01% 3416
2023
Q3 		$53K Hold
2,021
– – ﹤0.01% 3402
2023
Q2 		$39.8K Buy
+2,021
New +$33.9K ﹤0.01% 3447

Other funds holding YHGJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab's YHGJ Position: Q4 2024 in Review

Charles Schwab sold out of Yunhong Green CTI Ltd (YHGJ) in Q4 2024, closing a stake of 2,021 shares — an estimated $18.2K sold.

Charles Schwab first reported a position in YHGJ in Q2 2023 and held it in 6 quarters. The position peaked at $53K in Q3 2023. 9 funds tracked by Wall St. Rank hold YHGJ as of Q4 2024.

  • Charles Schwab reported no remaining Yunhong Green CTI Ltd position as of Q4 2024 after selling out during the quarter.
  • Charles Schwab sold 2,021 Yunhong Green CTI Ltd shares in Q4 2024, an estimated $18.2K.
  • Charles Schwab first reported a position in Yunhong Green CTI Ltd in Q2 2023 and held it in 6 quarters.
  • Charles Schwab's Yunhong Green CTI Ltd position peaked at $53K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Yunhong Green CTI Ltd as of Q4 2024.

Based on Charles Schwab's 13F filing for Q4 2024, filed 6 Feb 2025.