Charles Schwab
SARO

Charles Schwab’s StandardAero Inc SARO Stock Holding History

Charles Schwab’s Portfolio SARO Stock Details SARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.6M Buy
1,491,034
+134,653
+10% +$3.54M 0.01% 1328
2026
Q1 		$35M Buy
1,356,381
+504,561
+59% +$15.1M 0.01% 1407
2025
Q4 		$24.4M Buy
851,820
+21,633
+3% +$589K ﹤0.01% 1625
2025
Q3 		$22.7M Buy
830,187
+115,626
+16% +$3.24M ﹤0.01% 1662
2025
Q2 		$22.6M Buy
714,561
+170,740
+31% +$4.79M ﹤0.01% 1605
2025
Q1 		$14.5M Buy
543,821
+223,334
+70% +$5.95M ﹤0.01% 1786
2024
Q4 		$7.94M Buy
+320,487
New +$9.28M ﹤0.01% 2120

Other funds holding SARO

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Charles Schwab's SARO Position: Q2 2026 in Review

Charles Schwab increased its StandardAero Inc (SARO) stake by 9.9% in Q2 2026, buying an estimated $3.54M and bringing the position to 1,491,034 shares worth $44.6M. The position accounts for 0.01% of the portfolio, ranked #1328.

Charles Schwab first reported a position in SARO in Q4 2024 and has held it in 7 quarters since. 364 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • Charles Schwab held 1,491,034 shares of StandardAero Inc worth $44.6M as of Q2 2026.
  • Charles Schwab bought 134,653 StandardAero Inc shares in Q2 2026, an estimated $3.54M.
  • StandardAero Inc made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1328 holding.
  • Charles Schwab first reported a position in StandardAero Inc in Q4 2024 and has held it in 7 quarters since.
  • 364 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

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