Aspen Grove Capital, LLC Schwab Strategic U.S. Mid Cap Transaction History

Aspen Grove Capital, LLC

  • $452 Billion
  • Q3 2024

A detailed history of Aspen Grove Capital, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Aspen Grove Capital, LLC holds 24,718 shares of SCHM stock, worth $709,159. This represents 0.45% of its overall portfolio holdings.

Number of Shares
24,718
Previous 25,063 1.38%
Holding current value
$709,159
Previous $1.96 Billion 4.94%
% of portfolio
0.45%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$75.47 - $83.18 $26,037 - $28,697
-345 Reduced 1.38%
24,718 $2.05 Billion
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $801 - $895
11 Added 0.04%
25,063 $2.04 Billion
Q4 2023

Feb 14, 2024
SELL
$63.01 - $75.95 $18,587 - $22,405
-295 Reduced 1.16%
25,052 $1.89 Billion
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $291,764 - $323,366
4,371 Added 20.84%
25,347 $1.72 Billion
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $1.37 Million - $1.49 Million
20,976 New
20,976 $1.49 Billion

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email