Charles Schwab
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Charles Schwab’s Arteris AIP Stock Holding History

Charles Schwab’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.11M Buy
105,208
+17,810
+20% +$570K ﹤0.01% 2472
2026
Q1 		$1.44M Sell
87,398
-7,490
-8% -$119K ﹤0.01% 2798
2025
Q4 		$1.47M Buy
94,888
+15,147
+19% +$220K ﹤0.01% 2813
2025
Q3 		$805K Sell
79,741
-3,581
-4% -$34.1K ﹤0.01% 3024
2025
Q2 		$794K Buy
83,322
+4,632
+6% +$34.1K ﹤0.01% 2972
2025
Q1 		$544K Hold
78,690
– – ﹤0.01% 3049
2024
Q4 		$802K Buy
78,690
+3,298
+4% +$27.2K ﹤0.01% 2982
2024
Q3 		$582K Sell
75,392
-3,679
-5% -$28.4K ﹤0.01% 3110
2024
Q2 		$594K Buy
+79,071
New +$602K ﹤0.01% 3123
2023
Q2 		– Sell
-49,153
Closed -$208K – 3613
2023
Q1 		$208K Hold
49,153
– – ﹤0.01% 3147
2022
Q4 		$211K Hold
49,153
– – ﹤0.01% 3177
2022
Q3 		$328K Buy
49,153
+8,864
+22% +$68.2K ﹤0.01% 3101
2022
Q2 		$281K Buy
40,289
+27,993
+228% +$287K ﹤0.01% 3196
2022
Q1 		$160K Buy
12,296
+1,369
+13% +$20.5K ﹤0.01% 3339
2021
Q4 		$231K Buy
+10,927
New +$248K ﹤0.01% 3337

Other funds holding AIP

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's AIP Position: Q2 2026 in Review

Charles Schwab increased its Arteris (AIP) stake by 20% in Q2 2026, buying an estimated $570K and bringing the position to 105,208 shares worth $5.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

Charles Schwab first reported a position in AIP in Q4 2021 and has held it in 15 quarters since. 211 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

  • Charles Schwab held 105,208 shares of Arteris worth $5.11M as of Q2 2026.
  • Charles Schwab bought 17,810 Arteris shares in Q2 2026, an estimated $570K.
  • Arteris made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2472 holding.
  • Charles Schwab first reported a position in Arteris in Q4 2021 and has held it in 15 quarters since.
  • 211 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

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