Arjuna Capital Schwab Strategic Tr Us Large C Transaction History

Arjuna Capital

$365 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 08, 2021	SELL	$51.52 - $54.94 $78,310 - $83,508	-1,520 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$48.62 - $52.01 $73,902 - $79,055	1,520 New	1,520 $158,000

Others Institutions Holding SCHX

# of Institutions

1,316

Shares Held

447M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$10.1 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

28.2M
Shares

$1.91 Billion
1.94% of portfolio
Us Bancorp \De\

14.3M
Shares

$970 Million
1.26% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$849 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$718 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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