ASPIRIANT, LLC

Position in SCHW — Schwab Charles Corp

CIK 1433541 San Francisco, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,200,362

-$26,964 QoQ

Shares Held

23,847

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#902

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ASPIRIANT, LLC holds $4,243,421 across 3 Capital Markets names. SCHW ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	23,847	$2,200,362
2	GS	Goldman Sachs Group Inc	1,214	$1,227,803
3	MS	Morgan Stanley	3,900	$815,256

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,200,362	23,847	+0.6%	Shares	Sole	2026-07-20
2026-03-31	$2,227,326	23,700	-2.2%	Shares	Sole	2026-05-12
2025-12-31	$2,422,317	24,245	+1.8%	Shares	Sole	2026-01-20
2025-09-30	$2,273,427	23,813	-4.0%	Shares	Sole	2025-10-24
2025-06-30	$2,263,299	24,806	-4.3%	Shares	Sole	2025-07-29
2025-03-31	$2,029,956	25,932	+0.7%	Shares	Sole	2025-04-21
2024-12-31	$1,905,017	25,740	+1.7%	Shares	Sole	2025-01-16
2024-09-30	$1,640,859	25,318	-1.9%	Shares	Sole	2024-10-17
2024-06-30	$1,902,528	25,818	-2.2%	Shares	Sole	2024-07-15
2024-03-31	$1,908,763	26,386	-0.6%	Shares	Sole	2024-04-15
2023-12-31	$1,826,089	26,542	+2.1%	Shares	Sole	2024-01-26
2023-09-30	$1,427,674	26,005	+1.1%	Shares	Sole	2023-10-18
2023-06-30	$1,457,299	25,711	-1.1%	Shares	Sole	2023-07-19
2023-03-31	$1,361,932	26,001	+0.4%	Shares	Sole	2023-04-27
2022-12-31	$2,155,268	25,886	+1.2%	Shares	Sole	2023-01-23
2022-09-30	$1,838,506	25,581	-3.7%	Shares	Sole	2022-10-28
2022-06-30	$1,678,503	26,567	+2.7%	Shares	Sole	2022-07-25
2022-03-31	$2,180,509	25,863	+1.4%	Shares	Sole	2022-05-06
2021-12-31	$2,145,811	25,515	+3.6%	Shares	Sole	2022-02-14
2021-09-30	$1,794,704	24,639	-0.0%	Shares	Sole	2021-10-27
2021-06-30	$1,794,184	24,642	+1.4%	Shares	Sole	2021-08-13
2021-03-31	$1,583,222	24,290	-3.9%	Shares	Sole	2021-05-11
2020-12-31	$1,341,010	25,283	-1.7%	Shares	Sole	2021-02-01
2020-09-30	$931,400	25,708	-8.6%	Shares	Sole	2020-10-29
2020-06-30	$949,207	28,133	-13.2%	Shares	Sole	2020-08-06
2020-03-31	$1,089,288	32,400	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.