Aspen Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Aspen Capital Management, LLC
- $392 Billion
- Q3 2025
A detailed history of Aspen Capital Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aspen Capital Management, LLC holds 9,687 shares of SCHB stock, worth $250,118. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,687
Previous 9,671
0.17%
Holding current value
$250,118
Previous $230 Million
8.06%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,393Shares Held
496MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA15MShares$386 Million22.94% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.39% of portfolio