Aspen Investment Management Inc Schwab Strategic Tr Us Large C Transaction History

Aspen Investment Management Inc

$215 Million
Q4 2024

A detailed history of Aspen Investment Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aspen Investment Management Inc holds 9,114 shares of SCHV stock, worth $248,265. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,114

Previous 3,035 200.3%

Holding current value

$248,265

Previous $244,000 2.46%

% of portfolio

0.11%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$25.79 - $80.4 $156,777 - $488,751	6,079 Added 200.3%	9,114 $238,000
Q3 2024 Nov 08, 2024	SELL	$73.43 - $80.37 $10,647 - $11,653	-145 Reduced 4.56%	3,035 $244,000
Q2 2024 Jul 26, 2024	BUY	$71.74 - $75.86 $7,173 - $7,586	100 Added 3.25%	3,180 $236,000
Q1 2024 Apr 26, 2024	BUY	$68.82 - $75.98 $137 - $151	2 Added 0.06%	3,080 $234,000
Q4 2023 Feb 09, 2024	BUY	$61.16 - $70.24 $188,250 - $216,198	3,078 New	3,078 $216,000
Q2 2023 Jul 28, 2023	BUY	$63.33 - $67.21 $189,926 - $201,562	2,999 New	2,999 $201,000
Q2 2019 Aug 12, 2019	SELL	N/A	-4,400 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	4,400 New	4,400 $217,000

Others Institutions Holding SCHV

# of Institutions

884

Shares Held

321M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Aspen Investment Management Inc Schwab Strategic Tr Us Large C Transaction History