Aspen Investment Management Inc Schwab Strategic Tr Us Large C Transaction History
Aspen Investment Management Inc
- $215 Million
- Q4 2024
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 11,983 shares of SCHG stock, worth $302,930. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,983
Previous 2,993
300.37%
Holding current value
$302,930
Previous $312,000
7.05%
% of portfolio
0.16%
Previous 0.15%
Shares
16 transactions
Others Institutions Holding SCHG
# of Institutions
1,483Shares Held
706MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio