Skip to main content

Aspect Partners, LLC

SEC CIK
0001985284
Latest filing
Jul 16, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Aspect Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
19
Value
$1.75K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of SCHW by Aspect Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619$1.75K<0.1%00.0%UnchangedHolders
Q1 202619$1.79K<0.1%−6−24.0%ReducedHolders
Q4 202525$2.50K<0.1%+19+316.7%AddedHolders
Q3 20256$573<0.1%+2+50.0%AddedHolders
Q2 20254$365<0.1%00.0%UnchangedHolders
Q1 20254$313<0.1%00.0%UnchangedHolders
Q4 20244$296<0.1%00.0%UnchangedHolders
Q3 20244$259<0.1%−44−91.7%ReducedHolders
Q2 202448$3.54K<0.1%−11−18.6%ReducedHolders
Q1 202459$4.27K<0.1%+44+293.3%AddedHolders
Q4 202315$1.03K<0.1%–No prior filingHolders