Schwab Charles Corp

ASPIRIANT, LLC SCHW

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/20/2026

Shares

24,245

Value ($000)

2,422

Weight

0.1%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/20/2026	2,422	0.1%	24,245	12/31/2025
2025 Q3	10/24/2025	2,273	0.1%	23,813	9/30/2025
2025 Q2	7/29/2025	2,263	0.1%	24,806	6/30/2025
2025 Q1	4/21/2025	2,030	0.1%	25,932	3/31/2025
2024 Q4	1/16/2025	1,905	0.1%	25,740	12/31/2024
2024 Q3	10/17/2024	1,641	0.1%	25,318	9/30/2024
2024 Q2	7/15/2024	1,903	0.1%	25,818	6/30/2024
2024 Q1	4/15/2024	1,909	0.1%	26,386	3/31/2024
2023 Q4	1/26/2024	1,826	0.1%	26,542	12/31/2023
2023 Q3	10/18/2023	1,428	0.1%	26,005	9/30/2023
2023 Q2	7/19/2023	1,457	0.1%	25,711	6/30/2023
2023 Q1	4/27/2023	1,362	0.1%	26,001	3/31/2023
2022 Q4	1/23/2023	2,155	0.1%	25,886	12/31/2022
2022 Q3	10/28/2022	1,837	0.1%	25,581	9/30/2022
2022 Q2	7/25/2022	1,680	0.1%	26,567	6/30/2022
2022 Q1	5/6/2022	2,180	0.1%	25,863	3/31/2022
2021 Q4	2/14/2022	2,144	0.1%	25,515	12/31/2021
2021 Q3	10/27/2021	1,796	0.1%	24,639	9/30/2021
2021 Q2	8/13/2021	1,795	0.1%	24,642	6/30/2021
2021 Q1	5/11/2021	1,584	0.1%	24,290	3/31/2021
2020 Q4	2/1/2021	1,342	0.1%	25,283	12/31/2020
2020 Q3	10/29/2020	930	0.1%	25,708	9/30/2020
2020 Q2	8/6/2020	952	0.1%	28,133	6/30/2020
2020 Q1	5/5/2020	1,093	0.1%	32,400	3/31/2020
2019 Q4	1/27/2020	1,779	0.2%	37,349	12/31/2019