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Disclosery

Clean Yield Group: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clean Yield Group on SCHW, newest first. How the timeline and the estimate are built.

Clean Yield Group held 49,314 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,314 shares
    Change vs previous 13F +2,043 shares

    1.13% of the 13F portfolio, value $4,550,203.

    13F-HR 0001525865-26-000003 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,271 shares
    Change vs previous 13F +6,822 shares

    1.25% of the 13F portfolio, value $4,442,529.

    13F-HR 0001525865-26-000002 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,449 shares
    Change vs previous 13F +13,100 shares

    1.12% of the 13F portfolio, value $4,041,260.

    13F-HR 0001525865-26-000001 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,349 shares
    Change vs previous 13F +17,676 shares

    0.74% of the 13F portfolio, value $2,611,009.

    13F-HR 0001525865-25-000010 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,673 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $882,565.

    13F-HR 0001525865-25-000005 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,673 shares
    Change vs previous 13F -200 shares

    0.25% of the 13F portfolio, value $757,202.

    13F-HR 0001525865-25-000002 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,873 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $730,701.

    13F-HR 0001525865-25-000001 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,873 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $639,869.

    13F-HR 0001525865-24-000008 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).