CYG
SCHW

Clean Yield Group’s Charles Schwab SCHW Stock Holding History

Clean Yield Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.44M Buy
47,271
+6,822
+17% +$669K 1.25% 27
2025
Q4 		$4.04M Buy
40,449
+13,100
+48% +$1.24M 1.12% 34
2025
Q3 		$2.61M Buy
27,349
+17,676
+183% +$1.68M 0.74% 46
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% +$2.17K 0.2% 79
2024
Q2 		$725K Hold
9,840
– – 0.27% 65
2024
Q1 		$712K Sell
9,840
-400
-4% -$26.3K 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% -$49.2K 0.24% 72
2023
Q1 		$586K Sell
11,180
-150
-1% -$11K 0.25% 74
2022
Q4 		$943K Sell
11,330
-314
-3% -$24.4K 0.41% 60
2022
Q3 		$837K Buy
11,644
+114
+1% +$7.91K 0.39% 58
2022
Q2 		$728K Sell
11,530
-125
-1% -$8.62K 0.3% 67
2022
Q1 		$983K Buy
11,655
+125
+1% +$11K 0.35% 63
2021
Q4 		$970K Sell
11,530
-250
-2% -$20.2K 0.31% 66
2021
Q3 		$858K Hold
11,780
– – 0.28% 68
2021
Q2 		$858K Sell
11,780
-410
-3% -$29K 0.29% 65
2021
Q1 		$795K Sell
12,190
-250
-2% -$15.2K 0.3% 67
2020
Q4 		$660K Sell
12,440
-450
-3% -$20.4K 0.24% 70
2020
Q3 		$467K Sell
12,890
-100
-0.8% -$3.48K 0.19% 74
2020
Q2 		$438K Sell
12,990
-500
-4% -$17.9K 0.19% 76
2020
Q1 		$454K Sell
13,490
-1,400
-9% -$58.8K 0.22% 77
2019
Q4 		$708K Sell
14,890
-400
-3% -$17.6K 0.22% 75
2019
Q3 		$640K Sell
15,290
-700
-4% -$28.3K 0.21% 75
2019
Q2 		$643K Sell
15,990
-300
-2% -$13.1K 0.23% 71
2019
Q1 		$697K Sell
16,290
-500
-3% -$22.6K 0.28% 68
2018
Q4 		$697K Sell
16,790
-3,100
-16% -$140K 0.3% 72
2018
Q3 		$978K Sell
19,890
-760
-4% -$38.8K 0.39% 68
2018
Q2 		$1.05M Sell
20,650
-1,050
-5% -$58.2K 0.44% 65
2018
Q1 		$1.13M Sell
21,700
-2,000
-8% -$107K 0.48% 63
2017
Q4 		$1.22M Sell
23,700
-750
-3% -$35.2K 0.48% 64
2017
Q3 		$1.07M Sell
24,450
-500
-2% -$20.8K 0.44% 64
2017
Q2 		$1.07M Sell
24,950
-1,725
-6% -$69.1K 0.45% 62
2017
Q1 		$1.09M Sell
26,675
-725
-3% -$29.9K 0.46% 60
2016
Q4 		$1.08M Sell
27,400
-250
-0.9% -$8.93K 0.49% 65
2016
Q3 		$873K Sell
27,650
-1,600
-5% -$46.9K 0.38% 71
2016
Q2 		$740K Sell
29,250
-200
-0.7% -$5.68K 0.32% 78
2016
Q1 		$845K Sell
29,450
-2,590
-8% -$68.4K 0.38% 73
2015
Q4 		$816K Sell
32,040
-7,100
-18% -$225K 0.4% 73
2015
Q3 		$1.21M Sell
39,140
-1,500
-4% -$48.1K 0.57% 58
2015
Q2 		$1.33M Sell
40,640
-1,924
-5% -$60.8K 0.61% 58
2015
Q1 		$1.3M Sell
42,564
-6,060
-12% -$176K 0.56% 60
2014
Q4 		$1.47M Sell
48,624
-1,115
-2% -$31.7K 0.66% 58
2014
Q3 		$1.46M Sell
49,739
-2,100
-4% -$59.4K 0.7% 56
2014
Q2 		$1.4M Sell
51,839
-400
-0.8% -$10.5K 0.69% 55
2014
Q1 		$1.43M Sell
52,239
-300
-0.6% -$7.84K 0.74% 54
2013
Q4 		$1.37M Sell
52,539
-4,700
-8% -$112K 0.73% 54
2013
Q3 		$1.21M Sell
57,239
-618
-1% -$13.4K 0.66% 55
2013
Q2 		$1.23M Buy
+57,857
New +$1.07M 0.7% 51

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Clean Yield Group's SCHW Position: Q1 2026 in Review

Clean Yield Group increased its Charles Schwab (SCHW) stake by 17% in Q1 2026, buying an estimated $669K and bringing the position to 47,271 shares worth $4.44M. The position accounts for 1.25% of the portfolio, ranked #27.

Clean Yield Group first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Clean Yield Group held 47,271 shares of Charles Schwab worth $4.44M as of Q1 2026.
  • Clean Yield Group bought 6,822 Charles Schwab shares in Q1 2026, an estimated $669K.
  • Charles Schwab made up 1.25% of Clean Yield Group's portfolio in Q1 2026, its #27 holding.
  • Clean Yield Group first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.