Arista Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1964758 Las Vegas, NV

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$553,620

-$19,939 QoQ

Shares Held

6,000

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,460

of 2,303 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Arista Wealth Management, LLC holds $3,817,965 across 3 Capital Markets names. SCHW ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,219	$2,244,230
2	MS	Morgan Stanley	4,880	$1,020,115
3	SCHW	Schwab Charles Corp This page	6,000	$553,620

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$553,620	6,000	-1.7%	Shares	Sole	2026-07-09
2026-03-31	$573,559	6,103	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.