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Disclosery

Aspetuck Financial Management LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspetuck Financial Management LLC on SCHW, newest first. How the timeline and the estimate are built.

Aspetuck Financial Management LLC held 6,721 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,721 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $620,147.

    13F-HR 0002048608-26-000004 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,721 shares
    Change vs previous 13F +164 shares

    0.43% of the 13F portfolio, value $631,639.

    13F-HR 0002048608-26-000002 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,557 shares
    Change vs previous 13F +5 shares

    0.44% of the 13F portfolio, value $655,109.

    13F-HR 0002048608-26-000001 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,552 shares
    Change vs previous 13F -25 shares

    0.43% of the 13F portfolio, value $625,519.

    13F-HR 0002048608-25-000006 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,577 shares
    Change vs previous 13F -300 shares

    0.45% of the 13F portfolio, value $600,085.

    13F-HR 0002048608-25-000005 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,877 shares
    Change vs previous 13F -150 shares

    0.46% of the 13F portfolio, value $538,332.

    13F-HR 0002048608-25-000003 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,027 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $520,068.

    13F-HR 0002048608-25-000004 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).