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 33,345 shares of SCHD stock, worth $2.81 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
33,345
Previous 33,345 -0.0%
Holding current value
$2.81 Million
Previous $2.69 Billion 2.54%
% of portfolio
0.62%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$75.25 - $80.63 $6,396 - $6,853
85 Added 0.26%
33,345 $2.69 Billion
Q4 2023

Feb 14, 2024

SELL
$66.9 - $76.32 $267 - $305
-4 Reduced 0.01%
33,260 $2.53 Billion
Q3 2023

Nov 13, 2023

BUY
$70.63 - $75.66 $252,996 - $271,014
3,582 Added 12.07%
33,264 $2.35 Billion
Q2 2023

Aug 14, 2023

BUY
$69.18 - $73.94 $2.05 Million - $2.19 Million
29,682 New
29,682 $2.16 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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

Track Aspen Grove Capital, LLC Portfolio

Follow Aspen Grove Capital, 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 Grove Capital, LLC, based on Form 13F filings with the SEC.

News

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