CYG
Clean Yield Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Hold |
9,673
| – | – | 0.26% | 71 |
|
|
2025
Q1 | $757K | Sell |
9,673
-200
| -2% | -$15.7K | 0.25% | 75 |
|
|
2024
Q4 | $731K | Hold |
9,873
| – | – | 0.23% | 74 |
|
|
2024
Q3 | $640K | Buy |
9,873
+33
| +0.3% | +$2.14K | 0.2% | 78 |
|
|
2024
Q2 | $725K | Hold |
9,840
| – | – | 0.27% | 65 |
|
|
2024
Q1 | $712K | Sell |
9,840
-400
| -4% | -$28.9K | 0.28% | 67 |
|
|
2023
Q4 | $705K | Hold |
10,240
| – | – | 0.3% | 63 |
|
|
2023
Q3 | $532K | Hold |
10,240
| – | – | 0.24% | 69 |
|
|
2023
Q2 | $580K | Sell |
10,240
-940
| -8% | -$53.3K | 0.24% | 72 |
|
|
2023
Q1 | $586K | Sell |
11,180
-150
| -1% | -$7.86K | 0.25% | 74 |
|
|
2022
Q4 | $943K | Sell |
11,330
-314
| -3% | -$26.1K | 0.41% | 60 |
|
|
2022
Q3 | $837K | Buy |
11,644
+114
| +1% | +$8.2K | 0.39% | 57 |
|
|
2022
Q2 | $728K | Sell |
11,530
-125
| -1% | -$7.89K | 0.3% | 66 |
|
|
2022
Q1 | $983K | Buy |
11,655
+125
| +1% | +$10.5K | 0.35% | 62 |
|
|
2021
Q4 | $970K | Sell |
11,530
-250
| -2% | -$21K | 0.31% | 65 |
|
|
2021
Q3 | $858K | Hold |
11,780
| – | – | 0.28% | 67 |
|
|
2021
Q2 | $858K | Sell |
11,780
-410
| -3% | -$29.9K | 0.29% | 64 |
|
|
2021
Q1 | $795K | Sell |
12,190
-250
| -2% | -$16.3K | 0.3% | 66 |
|
|
2020
Q4 | $660K | Sell |
12,440
-450
| -3% | -$23.9K | 0.24% | 69 |
|
|
2020
Q3 | $467K | Sell |
12,890
-100
| -0.8% | -$3.62K | 0.19% | 73 |
|
|
2020
Q2 | $438K | Sell |
12,990
-500
| -4% | -$16.9K | 0.19% | 75 |
|
|
2020
Q1 | $454K | Sell |
13,490
-1,400
| -9% | -$47.1K | 0.22% | 76 |
|
|
2019
Q4 | $708K | Sell |
14,890
-400
| -3% | -$19K | 0.22% | 73 |
|
|
2019
Q3 | $640K | Sell |
15,290
-700
| -4% | -$29.3K | 0.21% | 74 |
|
|
2019
Q2 | $643K | Sell |
15,990
-300
| -2% | -$12.1K | 0.23% | 70 |
|
|
2019
Q1 | $697K | Sell |
16,290
-500
| -3% | -$21.4K | 0.28% | 68 |
|
|
2018
Q4 | $697K | Sell |
16,790
-3,100
| -16% | -$129K | 0.3% | 72 |
|
|
2018
Q3 | $978K | Sell |
19,890
-760
| -4% | -$37.4K | 0.39% | 68 |
|
|
2018
Q2 | $1.06M | Sell |
20,650
-1,050
| -5% | -$53.6K | 0.44% | 65 |
|
|
2018
Q1 | $1.13M | Sell |
21,700
-2,000
| -8% | -$104K | 0.48% | 63 |
|
|
2017
Q4 | $1.22M | Sell |
23,700
-750
| -3% | -$38.5K | 0.48% | 64 |
|
|
2017
Q3 | $1.07M | Sell |
24,450
-500
| -2% | -$21.9K | 0.44% | 64 |
|
|
2017
Q2 | $1.07M | Sell |
24,950
-1,725
| -6% | -$74.3K | 0.45% | 62 |
|
|
2017
Q1 | $1.09M | Sell |
26,675
-725
| -3% | -$29.6K | 0.46% | 60 |
|
|
2016
Q4 | $1.08M | Sell |
27,400
-250
| -0.9% | -$9.86K | 0.49% | 65 |
|
|
2016
Q3 | $873K | Sell |
27,650
-1,600
| -5% | -$50.5K | 0.38% | 71 |
|
|
2016
Q2 | $740K | Sell |
29,250
-200
| -0.7% | -$5.06K | 0.32% | 78 |
|
|
2016
Q1 | $845K | Sell |
29,450
-2,590
| -8% | -$74.3K | 0.38% | 73 |
|
|
2015
Q4 | $816K | Sell |
32,040
-7,100
| -18% | -$181K | 0.4% | 73 |
|
|
2015
Q3 | $1.21M | Sell |
39,140
-1,500
| -4% | -$46.4K | 0.57% | 58 |
|
|
2015
Q2 | $1.33M | Sell |
40,640
-1,924
| -5% | -$62.8K | 0.61% | 58 |
|
|
2015
Q1 | $1.3M | Sell |
42,564
-6,060
| -12% | -$185K | 0.56% | 60 |
|
|
2014
Q4 | $1.47M | Sell |
48,624
-1,115
| -2% | -$33.7K | 0.66% | 58 |
|
|
2014
Q3 | $1.46M | Sell |
49,739
-2,100
| -4% | -$61.7K | 0.7% | 56 |
|
|
2014
Q2 | $1.4M | Sell |
51,839
-400
| -0.8% | -$10.8K | 0.69% | 55 |
|
|
2014
Q1 | $1.43M | Sell |
52,239
-300
| -0.6% | -$8.2K | 0.74% | 54 |
|
|
2013
Q4 | $1.37M | Sell |
52,539
-4,700
| -8% | -$122K | 0.73% | 54 |
|
|
2013
Q3 | $1.21M | Sell |
57,239
-618
| -1% | -$13.1K | 0.66% | 55 |
|
|
2013
Q2 | $1.23M | Buy |
+57,857
| New | +$1.23M | 0.7% | 51 |
|