Aspen Investment Management Inc Schwab Strategic Tr Us Small C Transaction History
Aspen Investment Management Inc
- $215 Million
- Q4 2024
A detailed history of Aspen Investment Management Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Aspen Investment Management Inc holds 76,862 shares of SCHA stock, worth $1.94 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
76,862
Previous 38,182
101.3%
Holding current value
$1.94 Million
Previous $1.97 Million
1.12%
% of portfolio
0.92%
Previous 0.92%
Shares
30 transactions
Others Institutions Holding SCHA
# of Institutions
1,248Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.17 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$640 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$348 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$266 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$159 Million0.05% of portfolio