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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariston Services Group's SCHW Position: Q1 2026 in Review

Ariston Services Group sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 3,958 shares — an estimated $388K sold.

Ariston Services Group first reported a position in SCHW in Q4 2023 and held it in 9 quarters. The position peaked at $438K in Q2 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Ariston Services Group reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Ariston Services Group sold 3,958 Charles Schwab shares in Q1 2026, an estimated $388K.
Ariston Services Group first reported a position in Charles Schwab in Q4 2023 and held it in 9 quarters.
Ariston Services Group's Charles Schwab position peaked at $438K in Q2 2024.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Ariston Services Group's 13F filing for Q1 2026, filed 22 Apr 2026.