Aspen Investment Management Inc Schwab Strategic Tr Us Dividen Transaction History

Aspen Investment Management Inc

$214 Million
Q3 2024

A detailed history of Aspen Investment Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspen Investment Management Inc holds 5,100 shares of SCHD stock, worth $141,933. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,100

Previous 5,341 4.51%

Holding current value

$141,933

Previous $416,000 3.61%

% of portfolio

0.2%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$77.02 - $85.06 $18,561 - $20,499	-241 Reduced 4.51%	5,100 $431,000
Q2 2024 Jul 26, 2024	BUY	$75.81 - $80.15 $15,768 - $16,671	208 Added 4.05%	5,341 $416,000
Q1 2024 Apr 26, 2024	BUY	$75.25 - $80.63 $7,600 - $8,143	101 Added 2.01%	5,133 $414,000
Q4 2023 Feb 09, 2024	BUY	$66.9 - $76.32 $48,502 - $55,331	725 Added 16.83%	5,032 $383,000
Q3 2023 Nov 01, 2023	BUY	$70.63 - $75.66 $60,176 - $64,462	852 Added 24.66%	4,307 $304,000
Q2 2023 Jul 28, 2023	BUY	$69.18 - $73.94 $15,565 - $16,636	225 Added 6.97%	3,455 $251,000
Q1 2023 May 16, 2023	BUY	$70.28 - $78.03 $351 - $390	5 Added 0.16%	3,230 $236,000
Q1 2022 May 11, 2022	BUY	$75.14 - $81.94 $242,326 - $264,256	3,225 New	3,225 $254,000

Others Institutions Holding SCHD

# of Institutions

1,773

Shares Held

298M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspen Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Investment Management Inc with notifications on news.

Account

Aspen Investment Management Inc Schwab Strategic Tr Us Dividen Transaction History