Aspen Grove Capital, LLC Schwab Strategic U.S. Mid Cap Transaction History
Aspen Grove Capital, LLC
- $472 Billion
- Q4 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 74,457 shares of SCHM stock, worth $1.97 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
74,457
Previous 24,718
201.23%
Holding current value
$1.97 Million
Previous $2.05 Billion
0.45%
% of portfolio
0.44%
Previous 0.45%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$756 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$266 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio