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
2025 Q3	$573	Buy
2025 Q2	$365	Hold
2025 Q1	$313	Hold
2024 Q4	$296	Hold
2024 Q3	$259	Sell
2024 Q2	$3.54K	Sell
2024 Q1	$4.27K	Buy
2023 Q4	$1.03K	Buy