Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,745,932
-$72,862 QoQ
Shares Held
18,922
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#979
of 2,304 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Arjuna Capital holds $3,432,675 across 2 Capital Markets names. SCHW ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
18,922 | $1,745,932 | |
| 2 | MS |
Morgan Stanley
|
8,069 | $1,686,743 |
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,745,932 | 18,922 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,818,794 | 19,353 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,814,565 | 18,162 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,720,369 | 18,020 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,633,652 | 17,905 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,476,439 | 18,861 | Shares | Sole | 2025-05-09 | |
| 2020-06-30 | $440,948 | 13,069 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $431,781 | 12,843 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||