Aspen Grove Capital, LLC Schwab Strategic Tr Us Dividen Transaction History
Aspen Grove Capital, LLC
- $452 Billion
- Q3 2024
A detailed history of Aspen Grove Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspen Grove Capital, LLC holds 32,947 shares of SCHD stock, worth $922,186. This represents 0.62% of its overall portfolio holdings.
Number of Shares
32,947
Previous 33,345
1.19%
Holding current value
$922,186
Previous $2.62 Billion
6.28%
% of portfolio
0.62%
Previous 0.62%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio