A detailed history of Aspen Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aspen Capital Management, LLC holds 15,315 shares of SCHX stock, worth $406,460. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,315
Previous 15,522 1.33%
Holding current value
$406,460
Previous $379 Million 6.34%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

SELL
$24.46 - $26.5 $5,063 - $5,485
-207 Reduced 1.33%
15,315 $403 Million
Q2 2025

Jul 31, 2025

BUY
$19.6 - $24.44 $196 - $244
10 Added 0.06%
15,522 $379 Million
Q1 2025

May 05, 2025

BUY
$21.75 - $24.28 $337,386 - $376,631
15,512 New
15,512 $343 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Aspen Capital Management, LLC Portfolio

Follow Aspen Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Aspen Capital Management, LLC with notifications on news.