AC
SCHW

Arjuna Capital’s Charles Schwab SCHW Stock Holding History

Arjuna Capital’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Sell
18,922
-431
-2% -$39.3K 0.39% 67
2026
Q1 		$1.82M Buy
19,353
+1,191
+7% +$117K 0.46% 58
2025
Q4 		$1.81M Buy
18,162
+142
+0.8% +$13.5K 0.44% 58
2025
Q3 		$1.72M Buy
18,020
+115
+0.6% +$10.9K 0.43% 56
2025
Q2 		$1.63M Sell
17,905
-956
-5% -$80K 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% +$8.1K 0.3% 74
2020
Q1 		$432K Buy
12,843
+5
+0% +$210 0.36% 64
2019
Q4 		$611K Buy
+12,838
New +$566K 0.44% 64
2019
Q1 		– Sell
-13,776
Closed -$572K – 100
2018
Q4 		$572K Sell
13,776
-7,632
-36% -$345K 0.52% 56
2018
Q3 		$1.05M Buy
21,408
+80
+0.4% +$4.08K 0.79% 43
2018
Q2 		$1.09M Sell
21,328
-25
-0.1% -$1.39K 0.89% 40
2018
Q1 		$1.11M Buy
21,353
+436
+2% +$23.4K 0.94% 42
2017
Q4 		$1.07M Buy
+20,917
New +$983K 1.01% 39

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arjuna Capital's SCHW Position: Q2 2026 in Review

Arjuna Capital reduced its Charles Schwab (SCHW) stake by 2.2% in Q2 2026, selling an estimated $39.3K and leaving 18,922 shares worth $1.75M. The position accounts for 0.39% of the portfolio, ranked #67.

Arjuna Capital first reported a position in SCHW in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.82M in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Arjuna Capital held 18,922 shares of Charles Schwab worth $1.75M as of Q2 2026.
  • Arjuna Capital sold 431 Charles Schwab shares in Q2 2026, an estimated $39.3K.
  • Charles Schwab made up 0.39% of Arjuna Capital's portfolio in Q2 2026, its #67 holding.
  • Arjuna Capital first reported a position in Charles Schwab in Q4 2017 and has held it in 14 quarters since.
  • Arjuna Capital's Charles Schwab position peaked at $1.82M in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Arjuna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.