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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariston Services Group's SCHW Position: Q2 2026 in Review

Ariston Services Group opened a new position in Charles Schwab (SCHW) in Q2 2026: 3,958 shares worth $365K. The stake represents 0.2% of the portfolio and ranks #44 among its holdings. This is a return to the name: Ariston Services Group previously reported a position in SCHW as recently as Q4 2025.

Ariston Services Group first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $438K in Q2 2024. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Ariston Services Group held 3,958 shares of Charles Schwab worth $365K as of Q2 2026.
Charles Schwab was a new Ariston Services Group position in Q2 2026.
Charles Schwab made up 0.2% of Ariston Services Group's portfolio in Q2 2026, its #44 holding.
Ariston Services Group first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
Ariston Services Group's Charles Schwab position peaked at $438K in Q2 2024.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Ariston Services Group's 13F filing for Q2 2026, filed 27 Jul 2026.