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 Q3	$1.86K	Hold	19	–	–	﹤0.01%	527
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspect Partners's SCHW Position: Q3 2026 in Review

Aspect Partners held its Charles Schwab (SCHW) position steady in Q3 2026 at 19 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Aspect Partners first reported a position in SCHW in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.27K in Q1 2024. 666 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Aspect Partners held 19 shares of Charles Schwab worth $1.86K as of Q3 2026.
Aspect Partners left its Charles Schwab share count unchanged in Q3 2026.
Charles Schwab made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #527 holding.
Aspect Partners first reported a position in Charles Schwab in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Charles Schwab position peaked at $4.27K in Q1 2024.
666 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.