Aspen Investment Management Inc Schwab Strategic Tr Us Large C Transaction History

Aspen Investment Management Inc

$217 Million
Q1 2025

A detailed history of Aspen Investment Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aspen Investment Management Inc holds 18,216 shares of SCHG stock, worth $502,032. This represents 0.21% of its overall portfolio holdings.

Number of Shares

18,216

Previous 11,983 52.02%

Holding current value

$502,032

Previous $334,000 36.53%

% of portfolio

0.21%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 20, 2025	BUY	$24.91 - $29.02 $155,264 - $180,881	6,233 Added 52.02%	18,216 $456,000
Q4 2024 Feb 03, 2025	BUY	$25.93 - $105.3 $233,110 - $946,647	8,990 Added 300.37%	11,983 $334,000
Q3 2024 Nov 08, 2024	BUY	$92.63 - $105.69 $555 - $634	6 Added 0.2%	2,993 $312,000
Q2 2024 Jul 26, 2024	BUY	$87.04 - $101.61 $40,560 - $47,350	466 Added 18.48%	2,987 $301,000
Q1 2024 Apr 26, 2024	BUY	$80.6 - $93.32 $241 - $279	3 Added 0.12%	2,521 $234,000
Q4 2023 Feb 09, 2024	BUY	$70.08 - $83.37 $176,461 - $209,925	2,518 New	2,518 $209,000
Q2 2023 Jul 28, 2023	BUY	$63.6 - $74.95 $190 - $224	3 Added 0.09%	3,412 $256,000
Q1 2023 May 16, 2023	BUY	$54.19 - $65.17 $184,733 - $222,164	3,409 New	3,409 $222,000
Q3 2022 Nov 09, 2022	BUY	$55.81 - $69.25 $223 - $277	4 Added 0.11%	3,753 $209,000
Q2 2022 Aug 15, 2022	BUY	$55.73 - $76.55 $167 - $229	3 Added 0.08%	3,749 $217,000
Q1 2022 May 11, 2022	BUY	$65.63 - $82.62 $122,990 - $154,829	1,874 Added 100.11%	3,746 $280,000
Q4 2021 Jan 26, 2022	BUY	$73.11 - $83.4 $146 - $166	2 Added 0.11%	1,872 $307,000
Q3 2021 Dec 06, 2021	BUY	$73.24 - $78.94 $73 - $78	1 Added 0.05%	1,870 $277,000
Q2 2021 Aug 04, 2021	BUY	$65.3 - $73.24 $65 - $73	1 Added 0.05%	1,869 $273,000
Q1 2021 Jun 10, 2021	BUY	$61.41 - $68.35 $122 - $136	2 Added 0.11%	1,868 $242,000
Q4 2020 Jan 25, 2021	BUY	$55.95 - $64.38 $111 - $128	2 Added 0.11%	1,866 $240,000
Q3 2020 Nov 30, 2020	BUY	$51.42 - $61.56 $95,846 - $114,747	1,864 New	1,864 $215,000

Others Institutions Holding SCHG

# of Institutions

1,502

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Aspen Investment Management Inc Schwab Strategic Tr Us Large C Transaction History