Aspen Grove Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Aspen Grove Capital, LLC
- $594 Billion
- Q3 2025
A detailed history of Aspen Grove Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspen Grove Capital, LLC holds 109,187 shares of SCHD stock, worth $2.97 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
109,187
Previous 102,159
6.88%
Holding current value
$2.97 Million
Previous $2.71 Billion
10.1%
% of portfolio
0.5%
Previous 0.46%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio