Ariston Services Group’s Charles Schwab SCHW Stock Holding History

Ariston Services Group’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 Q3	$387K	Hold	3,958	–	–	0.22%	38
2026 Q2	$365K	Buy	+3,958	New	+$361K	0.2%	44
2026 Q1	–	Sell	-3,958	Closed	-$388K	–	37
2025 Q4	$395K	Hold	3,958	–	–	0.23%	32
2025 Q3	$378K	Hold	3,958	–	–	0.23%	34
2025 Q2	$361K	Hold	3,958	–	–	0.26%	37
2025 Q1	$310K	Hold	3,958	–	–	0.26%	42
2024 Q4	$293K	Hold	3,958	–	–	0.25%	42
2024 Q3	$257K	Sell	3,958 -1,981	-33%	-$130K	0.22%	47
2024 Q2	$438K	Sell	5,939 -55	-0.9%	-$4.06K	0.42%	23
2024 Q1	$434K	Hold	5,994	–	–	0.42%	23
2023 Q4	$412K	Buy	+5,994	New	+$346K	0.4%	24

Other funds holding SCHW

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Ariston Services Group's SCHW Position: Q3 2026 in Review

Ariston Services Group held its Charles Schwab (SCHW) position steady in Q3 2026 at 3,958 shares worth $387K. The position accounts for 0.22% of the portfolio, ranked #38.

Ariston Services Group first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $438K in Q2 2024. 797 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Ariston Services Group held 3,958 shares of Charles Schwab worth $387K as of Q3 2026.
Ariston Services Group left its Charles Schwab share count unchanged in Q3 2026.
Charles Schwab made up 0.22% of Ariston Services Group's portfolio in Q3 2026, its #38 holding.
Ariston Services Group first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
Ariston Services Group's Charles Schwab position peaked at $438K in Q2 2024.
797 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Ariston Services Group's 13F filing for Q3 2026, filed 16 Oct 2026.