Arjuna Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.72M | Buy |
|
|||||
|
2025
Q2 | $1.63M | Sell |
|
|||||
|
2025
Q1 | $1.48M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $441K | Buy |
|
|||||
|
2020
Q1 | $432K | Buy |
|
|||||
|
2019
Q4 | $611K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $572K | Sell |
|
|||||
|
2018
Q3 | $1.05M | Buy |
|
|||||
|
2018
Q2 | $1.09M | Sell |
|
|||||
|
2018
Q1 | $1.11M | Buy |
|
|||||
|
2017
Q4 | $1.07M | Buy |
|