Is there a way to track ytd unrealized gains and losses on Schwab per individual stock?

Bro, you need ChatGPT or Grok, etc... Not sure you will like this answer. Whoa

There isn't a builtin, oneclick Schwab feature that shows yeartodate unrealized gain/loss per individual stock (at least not one publicly documented), but there are ways you can approximate or get close using Schwab's tools and some manual work. I'll walk through what's available and how you might set up a system to track YTD unrealized gain/loss per stock.

What Schwab Offers
Here are the Schwab features relevant to gain/loss tracking:

• In Positions view, Schwab shows "Cost Basis", current market value, and gain or loss for each position. This gives you unrealized gain/loss since purchase, but not specifically since the start of the year. (Schwab Brokerage)
• In "Portfolio Performance" you can pick a date range. That helps see how your entire portfolio or account did over a period (e.g. YTD). However, that view typically aggregates across all securities, not broken out per stock (or lot) in an easy export format. (Schwab Brokerage)
• The "Realized Gain/Loss" report shows gains/losses from closed positions over a custom period. But that's realized only. Unrealized isn't included here. (StreetSmart Help)
• On your monthly or quarterly account statement, there is often a "Gain or (Loss) Summary" which shows realized and unrealized gain/loss as of the statement date. But again, that doesn't show change from a prior date unless you manually compare. (Schwab Brokerage)

Why Schwab Doesn't Directly Give YTD Unrealized Gain by Stock
To calculate YTD (Year To Date) unrealized gain per stock, you need:
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Starting value of the stock position as of Jan 1 (or the first trading day of the year). That means you need the number of shares you had then, and the price on that date.

Current value (shares current market price), and

Subtract the cost basis (or starting value) to get YTD unrealized gain or loss.

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Schwab's system already has current cost basis, showing gain/loss since purchase, but it doesn't always keep a builtin record of "value as of Jan 1" unless you captured the statement on that date. Because many people buy and sell throughout the year, the number of shares held at the start of the year may differ from what you currently hold, complicating things.

How You Could Track YTD Unrealized Gain/Loss per Stock
Here are methods to do it yourself:
Method
Pros
ConsManual snapshot + spreadsheet
You capture the number of shares and cost basis as of Jan 1 (or start of year), then track current value daily/weekly. You subtract to get YTD gain per stock. You can build a table to autoupdate with current prices.
Laborintensive; you need a reliable data source for historical price; manual updates needed; if you buy/sell midyear, you need to adjust.
Use Schwab's "Portfolio Performance" + custom export
If Schwab allows exporting individual position data with values on Jan 1 (or earliest date in YTD), you might compare via spreadsheet.
Schwab might not provide historical values per position for past specific dates; you may need to get historical price data elsewhere.
Thirdparty tools / apps
Some portfolio tracker apps or software (e.g. Personal Capital, Excel plugins, etc.) let you import your holdings (via CSV or API) and then compute YTD unrealized by pulling in historical price data.
Might require sharing data or manually updating; some may not exactly match your cost basis if lots/batch purchases differ.

Possible Shortcut Using Schwab Tools
Here's a more specific way to approximate:
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On Jan 2 (or first trading day of year), log into Schwab, go to Positions view, and export or screenshot your current positions: number of shares for each stock, cost basis, current value, etc.

Throughout year, periodically export current Positions, or capture current values of each holding.

In spreadsheet: for each stock, compute:

Current Value (Shares Price at Jan 1)
= YTD unrealized gain or loss.

Alternatively, if you didn't capture Jan 1, you can backfill using historical stock price sources (many finance sites) to find what the price was on Jan 1, then multiply by your shares held then. If you didn't hold the stock then, treat YTD gain only from purchase date.

If you buy or sell during the year: you'll need to prorate or adjust calculation. E.g., if you bought midyear, you can only count unrealized gain/loss since purchase; if you sold some, adjust the shares accordingly.

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If you like, I can check whether there's a Schwab feature (perhaps premium or less obvious) or API that gives you automatically YTD unrealized gains per stock might save you the manual overhead. Do you want me to look into that?

OP I'm curious why you are interested in this?

You can just open up the individual lots of each stock and see the total gains per lot.

Based on purchase date you can add up your gains on this year's lots.

Otherwise if you already owned all the shares before this year it's as simple as looking at the stock price on the last day of last year, today's price, and multiply the difference by your shares.

Or a combination of the two if needed. (This year's lot gains plus the result of the second part.)