AWAG
SCHW

ARS Wealth Advisors Group’s Charles Schwab SCHW Stock Holding History

ARS Wealth Advisors 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 		$294K Sell
3,190
-102
-3% -$9.3K 0.02% 183
2026
Q1 		$309K Sell
3,292
-50
-1% -$4.9K 0.03% 158
2025
Q4 		$334K Buy
3,342
+572
+21% +$54.3K 0.03% 138
2025
Q3 		$264K Buy
2,770
+104
+4% +$9.87K 0.03% 156
2025
Q2 		$243K Buy
2,666
+1
+0% +$84 0.03% 163
2025
Q1 		$209K Sell
2,665
-74
-3% -$5.81K 0.03% 153
2024
Q4 		$203K Buy
+2,739
New +$205K 0.03% 155

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

ARS Wealth Advisors Group's SCHW Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its Charles Schwab (SCHW) stake by 3.1% in Q2 2026, selling an estimated $9.3K and leaving 3,190 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #183.

ARS Wealth Advisors Group first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $334K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • ARS Wealth Advisors Group held 3,190 shares of Charles Schwab worth $294K as of Q2 2026.
  • ARS Wealth Advisors Group sold 102 Charles Schwab shares in Q2 2026, an estimated $9.3K.
  • Charles Schwab made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #183 holding.
  • ARS Wealth Advisors Group first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • ARS Wealth Advisors Group's Charles Schwab position peaked at $334K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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