Aspen Investment Management Inc Schwab Strategic Tr 1000 Index Transaction History
Aspen Investment Management Inc
- $215 Million
- Q4 2024
Shares
8 transactions
Others Institutions Holding SCHK
# of Institutions
208Shares Held
70.5MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.21 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$177 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$111 Million25.69% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$66.8 Million5.8% of portfolio
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Waddell & Associates, LLC1.94MShares$49.2 Million5.64% of portfolio