Aspect Partners’s Charles Schwab SCHW Stock Holding History

Aspect Partners’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75K	Hold	19	–	–	﹤0.01%	519
2026 Q1	$1.79K	Sell	19 -6	-24%	-$588	﹤0.01%	508
2025 Q4	$2.5K	Buy	25 +19	+317%	+$1.8K	﹤0.01%	489
2025 Q3	$573	Buy	6 +2	+50%	+$190	﹤0.01%	673
2025 Q2	$365	Hold	4	–	–	﹤0.01%	577
2025 Q1	$313	Hold	4	–	–	﹤0.01%	579
2024 Q4	$296	Hold	4	–	–	﹤0.01%	573
2024 Q3	$259	Sell	4 -44	-92%	-$2.89K	﹤0.01%	541
2024 Q2	$3.54K	Sell	48 -11	-19%	-$813	﹤0.01%	389
2024 Q1	$4.27K	Buy	59 +44	+293%	+$2.9K	﹤0.01%	365
2023 Q4	$1.03K	Buy	+15	New	+$866	﹤0.01%	471

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Aspect Partners's SCHW Position: Q2 2026 in Review

Aspect Partners held its Charles Schwab (SCHW) position steady in Q2 2026 at 19 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Aspect Partners first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.27K in Q1 2024. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Aspect Partners held 19 shares of Charles Schwab worth $1.75K as of Q2 2026.
Aspect Partners left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #519 holding.
Aspect Partners first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Charles Schwab position peaked at $4.27K in Q1 2024.
689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.