Ownership history in Aspect Partners, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF (FNDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 3,006 | — | 0% | 0.04% | $79K | $26.18 |
| 2025 Q2 | UNCHANGED | 3,006 | — | 0% | 0.04% | $74K | $24.33 |
| 2025 Q1 | UNCHANGED | 3,006 | — | 0% | 0.04% | $71K | $23.30 |
| 2024 Q4 | ADDED | 3,006 | +2,004 | +200.0% | 0.04% | $71K | $23.27 |
| 2024 Q3 | UNCHANGED | 1,002 | — | 0% | 0.04% | $72K | $23.39 |
| 2024 Q2 | UNCHANGED | 1,002 | — | 0% | 0.04% | $67K | $21.74 |
| 2024 Q1 | UNCHANGED | 1,002 | — | 0% | 0.05% | $68K | $21.77 |
| 2023 Q4 | INITIATED | 1,002 | — | — | 0.04% | $62K | — |
As of 2025 Q4 — sorted by position size