Arjuna Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
17,905
-956
| -5% | -$87.2K | 0.43% | 55 |
|
|
2025
Q1 | $1.48M | Buy |
+18,861
| New | +$1.48M | 0.41% | 57 |
|
|
2020
Q3 | – | Sell |
-13,069
| Closed | -$441K | – | 97 |
|
|
2020
Q2 | $441K | Buy |
13,069
+226
| +2% | +$7.63K | 0.3% | 74 |
|
|
2020
Q1 | $432K | Buy |
12,843
+5
| +0% | +$168 | 0.36% | 64 |
|
|
2019
Q4 | $611K | Buy |
+12,838
| New | +$611K | 0.44% | 64 |
|
|
2019
Q1 | – | Sell |
-13,776
| Closed | -$572K | – | 100 |
|
|
2018
Q4 | $572K | Sell |
13,776
-7,632
| -36% | -$317K | 0.52% | 56 |
|
|
2018
Q3 | $1.05M | Buy |
21,408
+80
| +0.4% | +$3.93K | 0.79% | 43 |
|
|
2018
Q2 | $1.09M | Sell |
21,328
-25
| -0.1% | -$1.28K | 0.89% | 40 |
|
|
2018
Q1 | $1.12M | Buy |
21,353
+436
| +2% | +$22.8K | 0.94% | 42 |
|
|
2017
Q4 | $1.08M | Buy |
+20,917
| New | +$1.08M | 1.01% | 39 |
|