Aspen Investment Management Inc Schwab Strategic Tr Us Dividen Transaction History

Aspen Investment Management Inc

$217 Million
Q1 2025

A detailed history of Aspen Investment Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspen Investment Management Inc holds 16,972 shares of SCHD stock, worth $444,157. This represents 0.22% of its overall portfolio holdings.

Number of Shares

16,972

Previous 14,840 14.37%

Holding current value

$444,157

Previous $405,000 17.28%

% of portfolio

0.22%

Previous 0.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 20, 2025	BUY	$27.01 - $28.54 $57,585 - $60,847	2,132 Added 14.37%	16,972 $475,000
Q4 2024 Feb 03, 2025	BUY	$26.93 - $84.95 $262,298 - $827,413	9,740 Added 190.98%	14,840 $405,000
Q3 2024 Nov 08, 2024	SELL	$77.02 - $85.06 $18,561 - $20,499	-241 Reduced 4.51%	5,100 $431,000
Q2 2024 Jul 26, 2024	BUY	$75.81 - $80.15 $15,768 - $16,671	208 Added 4.05%	5,341 $416,000
Q1 2024 Apr 26, 2024	BUY	$75.25 - $80.63 $7,600 - $8,143	101 Added 2.01%	5,133 $414,000
Q4 2023 Feb 09, 2024	BUY	$66.9 - $76.32 $48,502 - $55,331	725 Added 16.83%	5,032 $383,000
Q3 2023 Nov 01, 2023	BUY	$70.63 - $75.66 $60,176 - $64,462	852 Added 24.66%	4,307 $304,000
Q2 2023 Jul 28, 2023	BUY	$69.18 - $73.94 $15,565 - $16,636	225 Added 6.97%	3,455 $251,000
Q1 2023 May 16, 2023	BUY	$70.28 - $78.03 $351 - $390	5 Added 0.16%	3,230 $236,000
Q1 2022 May 11, 2022	BUY	$75.14 - $81.94 $242,326 - $264,256	3,225 New	3,225 $254,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Aspen Investment Management Inc Schwab Strategic Tr Us Dividen Transaction History