ARS Wealth Advisors Group, LLC
Position in SCHW — Schwab Charles Corp
CIK 1886707
St. Petersburg, FL
Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$294,341
-$15,041 QoQ
Shares Held
3,190
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,760
of 2,303 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ARS Wealth Advisors Group, LLC holds $12,134,008 across 4 Capital Markets names. SCHW ranks #3 (2.4% of the industry book) .
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,341 | 3,190 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $309,382 | 3,292 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $333,899 | 3,342 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $264,451 | 2,770 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $243,245 | 2,666 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $208,616 | 2,665 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $202,713 | 2,739 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||