Aspen Wealth Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History

Aspen Wealth Strategies, LLC

$156 Billion
Q4 2024

A detailed history of Aspen Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 71,397 shares of SCHD stock, worth $2.03 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

71,397

Previous 21,105 238.29%

Holding current value

$2.03 Million

Previous $1.78 Billion 9.34%

% of portfolio

1.25%

Previous 1.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $1.35 Million - $4.27 Million	50,292 Added 238.29%	71,397 $1.95 Billion
Q3 2024 Oct 28, 2024	SELL	$77.02 - $85.06 $48,830 - $53,928	-634 Reduced 2.92%	21,105 $1.78 Billion
Q2 2024 Jul 19, 2024	SELL	$75.81 - $80.15 $37,071 - $39,193	-489 Reduced 2.2%	21,739 $1.79 Billion
Q1 2024 May 13, 2024	SELL	$75.25 - $80.63 $1.13 Million - $1.21 Million	-15,026 Reduced 40.33%	22,228 $1.79 Billion
Q4 2023 Jan 30, 2024	SELL	$66.9 - $76.32 $6.59 Million - $7.52 Million	-98,548 Reduced 72.57%	37,254 $2.84 Billion
Q3 2023 Nov 01, 2023	BUY	$70.63 - $75.66 $1.43 Million - $1.53 Million	20,198 Added 17.47%	135,802 $9.61 Billion
Q2 2023 Aug 02, 2023	SELL	$69.18 - $73.94 $353,578 - $377,907	-5,111 Reduced 4.23%	115,604 $8.4 Billion
Q1 2023 May 11, 2023	BUY	$70.28 - $78.03 $8.48 Million - $9.42 Million	120,715 New	120,715 $8.83 Billion
Q4 2022 May 15, 2023	BUY	$67.16 - $79.06 $2.57 Million - $3.02 Million	38,213 Added 31.66%	158,928 $12 Billion

Others Institutions Holding SCHD

# of Institutions

1,944

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Aspen Wealth Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History