AWA
SCHW

Aaron Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Aaron Wealth Advisors’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 		$1.97M Sell
21,400
-11,290
-35% -$1.03M 0.1% 129
2026
Q1 		$3.07M Sell
32,690
-4,206
-11% -$413K 0.17% 77
2025
Q4 		$3.69M Buy
36,896
+4,271
+13% +$405K 0.2% 65
2025
Q3 		$3.11M Buy
32,625
+13,811
+73% +$1.31M 0.18% 63
2025
Q2 		$1.72M Buy
18,814
+1,381
+8% +$116K 0.18% 75
2025
Q1 		$1.36M Buy
17,433
+282
+2% +$22.1K 0.16% 92
2024
Q4 		$1.27M Buy
17,151
+2,096
+14% +$157K 0.15% 89
2024
Q3 		$976K Buy
15,055
+694
+5% +$45.6K 0.12% 119
2024
Q2 		$1.06M Buy
14,361
+935
+7% +$69.1K 0.15% 94
2024
Q1 		$971K Buy
13,426
+1,132
+9% +$74.5K 0.14% 100
2023
Q4 		$846K Sell
12,294
-127,857
-91% -$7.38M 0.14% 91
2023
Q3 		$7.69M Buy
140,151
+69,087
+97% +$4.18M 0.99% 18
2023
Q2 		$4.03M Buy
71,064
+2,667
+4% +$140K 0.52% 38
2023
Q1 		$3.58M Buy
68,397
+61,037
+829% +$4.47M 0.49% 39
2022
Q4 		$613K Buy
7,360
+2,433
+49% +$189K 0.09% 133
2022
Q3 		$354K Buy
4,927
+1,393
+39% +$96.7K 0.07% 147
2022
Q2 		$223K Sell
3,534
-176,383
-98% -$12.2M 0.06% 175
2022
Q1 		$2.13M Buy
+179,917
New +$15.8M 0.03% 221

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

Aaron Wealth Advisors's SCHW Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Charles Schwab (SCHW) stake by 35% in Q2 2026, selling an estimated $1.03M and leaving 21,400 shares worth $1.97M. The position accounts for 0.1% of the portfolio, ranked #129.

Aaron Wealth Advisors first reported a position in SCHW in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.69M in Q3 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Aaron Wealth Advisors held 21,400 shares of Charles Schwab worth $1.97M as of Q2 2026.
  • Aaron Wealth Advisors sold 11,290 Charles Schwab shares in Q2 2026, an estimated $1.03M.
  • Charles Schwab made up 0.1% of Aaron Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • Aaron Wealth Advisors first reported a position in Charles Schwab in Q1 2022 and has held it in 18 quarters since.
  • Aaron Wealth Advisors's Charles Schwab position peaked at $7.69M in Q3 2023.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.