AWM
SCHW

Arista Wealth Management’s Charles Schwab SCHW Stock Holding History

Arista Wealth Management’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 		$554K Sell
6,000
-103
-2% -$9.39K 0.06% 158
2026
Q1 		$574K Buy
+6,103
New +$599K 0.07% 145

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

Arista Wealth Management's SCHW Position: Q2 2026 in Review

Arista Wealth Management reduced its Charles Schwab (SCHW) stake by 1.7% in Q2 2026, selling an estimated $9.39K and leaving 6,000 shares worth $554K. The position accounts for 0.06% of the portfolio, ranked #158.

Arista Wealth Management first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $574K in Q1 2026. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Arista Wealth Management held 6,000 shares of Charles Schwab worth $554K as of Q2 2026.
  • Arista Wealth Management sold 103 Charles Schwab shares in Q2 2026, an estimated $9.39K.
  • Charles Schwab made up 0.06% of Arista Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Arista Wealth Management first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Arista Wealth Management's Charles Schwab position peaked at $574K in Q1 2026.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.