Charles Schwab Corporation shares owned by Clean Yield Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Clean Yield Group
from 13F filings
Historical chart of Clean Yield Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Clean Yield Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $705k | 10k | 68.80 |
| 2023-09-30 | $532k | 10k | 51.91 |
| 2023-06-30 | $580k | 10k | 56.68 |
| 2023-03-31 | $586k | 11k | 52.38 |
| 2022-12-31 | $943k | 11k | 83.26 |
| 2022-09-30 | $837k | 12k | 71.88 |
| 2022-06-30 | $728k | 12k | 63.14 |
| 2022-03-31 | $983k | 12k | 84.34 |
| 2021-12-31 | $970k | 12k | 84.13 |
| 2021-09-30 | $858k | 12k | 72.84 |
| 2021-06-30 | $858k | 12k | 72.84 |
| 2021-03-31 | $795k | 12k | 65.22 |
| 2020-12-31 | $660k | 12k | 53.05 |
| 2020-09-30 | $467k | 13k | 36.23 |
| 2020-06-30 | $438k | 13k | 33.72 |
| 2020-03-31 | $454k | 14k | 33.65 |
| 2019-12-31 | $708k | 15k | 47.55 |
| 2019-09-30 | $640k | 15k | 41.86 |
| 2019-06-30 | $643k | 16k | 40.21 |
| 2019-03-31 | $697k | 16k | 42.79 |
| 2018-12-31 | $697k | 17k | 41.51 |
| 2018-09-30 | $978k | 20k | 49.17 |
| 2018-06-30 | $1.1M | 21k | 51.09 |
| 2018-03-31 | $1.1M | 22k | 52.21 |
| 2017-12-31 | $1.2M | 24k | 51.35 |
| 2017-09-30 | $1.1M | 25k | 43.72 |
| 2017-06-30 | $1.1M | 25k | 43.05 |
| 2017-03-31 | $1.1M | 27k | 40.82 |
| 2016-12-31 | $1.1M | 27k | 39.45 |
| 2016-09-30 | $873k | 28k | 31.57 |
| 2016-06-30 | $740k | 29k | 25.30 |
| 2016-03-31 | $845k | 30k | 28.69 |
| 2015-12-31 | $816k | 32k | 25.47 |
| 2015-09-30 | $1.2M | 39k | 30.91 |
| 2015-06-30 | $1.3M | 41k | 32.65 |
| 2015-03-31 | $1.3M | 43k | 30.45 |
| 2014-12-31 | $1.5M | 49k | 30.19 |
| 2014-09-30 | $1.5M | 50k | 29.39 |
| 2014-06-30 | $1.4M | 52k | 26.93 |
| 2014-03-31 | $1.4M | 52k | 27.34 |
| 2013-12-31 | $1.4M | 53k | 26.00 |
| 2013-09-30 | $1.2M | 57k | 21.14 |
| 2013-06-30 | $1.2M | 58k | 21.22 |
| 2013-03-31 | $1.0M | 58k | 17.68 |
| 2012-12-31 | $829k | 58k | 14.36 |
| 2012-09-30 | $751k | 59k | 12.79 |
| 2012-06-30 | $754k | 58k | 12.93 |
| 2012-03-31 | $847k | 59k | 14.36 |
| 2011-09-30 | $625k | 56k | 11.27 |