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 $456,207. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,972
Previous 14,840 14.37%
Holding current value
$456,207
Previous $405,000 17.28%
% of portfolio
0.22%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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