Aspen Investment Management Inc Schwab Strategic Tr Us Emergin Transaction History
Aspen Investment Management Inc
- $200 Million
- Q2 2024
A detailed history of Aspen Investment Management Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Aspen Investment Management Inc holds 22,894 shares of SCHE stock, worth $662,552. This represents 0.3% of its overall portfolio holdings.
Number of Shares
22,894
Previous 22,909
0.07%
Holding current value
$662,552
Previous $578,000
5.19%
% of portfolio
0.3%
Previous 0.29%
Shares
27 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio