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Livermore
Livermore
ZHEN

Clean Yield Group

SEC CIK
0001525865
Latest filing
Aug 5, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Clean Yield Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
49,314
Value
$4.55M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Clean Yield Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202649,314$4.55M1.1%+2,043+4.3%AddedHolders
Q1 202647,271$4.44M1.3%+6,822+16.9%AddedHolders
Q4 202540,449$4.04M1.1%+13,100+47.9%AddedHolders
Q3 202527,349$2.61M0.7%+17,676+182.7%AddedHolders
Q2 20259,673$882.6K0.3%00.0%UnchangedHolders
Q1 20259,673$757.2K0.2%−200−2.0%ReducedHolders
Q4 20249,873$730.7K0.2%00.0%UnchangedHolders
Q3 20249,873$639.9K0.2%+33+0.3%AddedHolders
Q2 20249,840$725.1K0.3%00.0%UnchangedHolders
Q1 20249,840$711.8K0.3%−400−3.9%ReducedHolders
Q4 202310,240$704.5K0.3%00.0%UnchangedHolders
Q3 202310,240$531.6K0.2%00.0%UnchangedHolders
Q2 202310,240$580.4K0.2%−940−8.4%ReducedHolders
Q1 202311,180$585.6K0.2%−150−1.3%ReducedHolders
Q4 202211,330$943.3K0.4%−314−2.7%ReducedHolders
Q3 202211,644$837.0K0.4%+114+1.0%AddedHolders
Q2 202211,530$728.0K0.3%−125−1.1%ReducedHolders
Q1 202211,655$983.0K0.4%+125+1.1%AddedHolders
Q4 202111,530$970.0K0.3%−250−2.1%ReducedHolders
Q3 202111,780$858.0K0.3%00.0%UnchangedHolders
Q2 202111,780$858.0K0.3%−410−3.4%ReducedHolders
Q1 202112,190$795.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.