Aspen Investment Management Inc Schwab Strategic Tr Us Emergin Transaction History

Aspen Investment Management Inc

  • $215 Million
  • Q4 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 22,706 shares of SCHE stock, worth $636,903. This represents 0.28% of its overall portfolio holdings.

Number of Shares
22,706
Previous 22,965 1.13%
Holding current value
$636,903
Previous $670,000 9.7%
% of portfolio
0.28%
Previous 0.31%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$26.63 - $30.23 $6,897 - $7,829
-259 Reduced 1.13%
22,706 $605,000
Q3 2024

Nov 08, 2024
BUY
$25.45 - $29.53 $1,806 - $2,096
71 Added 0.31%
22,965 $670,000
Q2 2024

Jul 26, 2024
SELL
$24.67 - $27.2 $370 - $408
-15 Reduced 0.07%
22,894 $608,000
Q1 2024

Apr 26, 2024
SELL
$23.47 - $25.45 $17,907 - $19,418
-763 Reduced 3.22%
22,909 $578,000
Q4 2023

Feb 09, 2024
SELL
$23.04 - $24.89 $6,912 - $7,467
-300 Reduced 1.25%
23,672 $587,000
Q3 2023

Nov 01, 2023
SELL
$23.83 - $26.11 $16,442 - $18,015
-690 Reduced 2.8%
23,972 $573,000
Q2 2023

Jul 28, 2023
BUY
$23.66 - $25.54 $2,626 - $2,834
111 Added 0.45%
24,662 $607,000
Q1 2023

May 16, 2023
SELL
$23.32 - $26.39 $30,595 - $34,623
-1,312 Reduced 5.07%
24,551 $602,000
Q4 2022

Feb 06, 2023
SELL
$21.59 - $24.95 $48,037 - $55,513
-2,225 Reduced 7.92%
25,863 $612,000
Q3 2022

Nov 09, 2022
SELL
$22.4 - $25.83 $8,512 - $9,815
-380 Reduced 1.33%
28,088 $629,000
Q2 2022

Aug 15, 2022
BUY
$24.51 - $28.87 $2,524 - $2,973
103 Added 0.36%
28,468 $723,000
Q1 2022

May 11, 2022
SELL
$25.61 - $30.82 $1,971 - $2,373
-77 Reduced 0.27%
28,365 $788,000
Q4 2021

Jan 26, 2022
BUY
$28.68 - $31.96 $831 - $926
29 Added 0.1%
28,442 $842,000
Q3 2021

Dec 06, 2021
SELL
$29.81 - $32.7 $16,842 - $18,475
-565 Reduced 1.95%
28,413 $866,000
Q2 2021

Aug 04, 2021
BUY
$31.06 - $33.61 $186 - $201
6 Added 0.02%
28,978 $953,000
Q1 2021

Jun 10, 2021
SELL
$30.78 - $34.63 $6,156 - $6,926
-200 Reduced 0.69%
28,972 $921,000
Q4 2020

Jan 25, 2021
SELL
$26.72 - $30.68 $2,805 - $3,221
-105 Reduced 0.36%
29,172 $894,000
Q2 2020

Aug 06, 2020
SELL
$19.87 - $25.05 $6,735 - $8,491
-339 Reduced 1.14%
29,277 $713,000
Q1 2020

May 15, 2020
SELL
$18.68 - $28.22 $72,385 - $109,352
-3,875 Reduced 11.57%
29,616 $613,000
Q4 2019

Feb 14, 2020
BUY
$24.83 - $27.51 $52,689 - $58,376
2,122 Added 6.76%
33,491 $917,000
Q3 2019

Nov 13, 2019
SELL
$25.08 - $25.94 $5,918 - $6,121
-236 Reduced 0.75%
31,369 $788,000
Q2 2019

Aug 12, 2019
SELL
N/A
-165 Reduced 0.52%
31,605 $829,000
Q1 2019

May 15, 2019
BUY
N/A
1,781 Added 5.94%
31,770 $826,000
Q4 2018

Feb 15, 2019
BUY
N/A
159 Added 0.53%
29,989 $706,000
Q3 2018

Nov 13, 2018
SELL
N/A
-27,255 Reduced 47.74%
29,830 $767,000
Q2 2018

Aug 14, 2018
BUY
N/A
3,577 Added 6.68%
57,085 $1.48 Million
Q1 2018

May 16, 2018
BUY
N/A
8,150 Added 17.97%
53,508 $1.54 Million
Q4 2017

Feb 15, 2018
BUY
N/A
13,877 Added 44.08%
45,358 $0
Q3 2017

Nov 15, 2017
BUY
N/A
31,481
31,481 $847,000

Others Institutions Holding SCHE

# of Institutions
830
Shares Held
143M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
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More about SCHE
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