Charles Schwab
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Charles Schwab’s Aebi Schmidt Holding AG AEBI Stock Holding History

Charles Schwab’s Portfolio AEBI Stock Details AEBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Sell
91,486
-48,237
-35% -$570K ﹤0.01% 2970
2026
Q1 		$1.36M Sell
139,723
-62,776
-31% -$861K ﹤0.01% 2813
2025
Q4 		$2.56M Sell
202,499
-53,319
-21% -$636K ﹤0.01% 2692
2025
Q3 		$3.19M Buy
+255,818
New +$3.22M ﹤0.01% 2620

Other funds holding AEBI

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab's AEBI Position: Q2 2026 in Review

Charles Schwab reduced its Aebi Schmidt Holding AG (AEBI) stake by 35% in Q2 2026, selling an estimated $570K and leaving 91,486 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

Charles Schwab first reported a position in AEBI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.19M in Q3 2025. 135 funds tracked by Wall St. Rank hold AEBI as of Q2 2026.

  • Charles Schwab held 91,486 shares of Aebi Schmidt Holding AG worth $1.15M as of Q2 2026.
  • Charles Schwab sold 48,237 Aebi Schmidt Holding AG shares in Q2 2026, an estimated $570K.
  • Aebi Schmidt Holding AG made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2970 holding.
  • Charles Schwab first reported a position in Aebi Schmidt Holding AG in Q3 2025 and has held it in 4 quarters since.
  • Charles Schwab's Aebi Schmidt Holding AG position peaked at $3.19M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.