Aspen Investment Management Inc Schwab Strategic Tr 1000 Index Transaction History
Aspen Investment Management Inc
- $214 Million
- Q3 2024
Shares
8 transactions
Others Institutions Holding SCHK
# of Institutions
182Shares Held
41MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$828 Million3.25% of portfolio
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Legacy Wealth Management, Inc3.59MShares$104 Million12.87% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.2 Million5.98% of portfolio
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Warwick Investment Management, Inc.2.1MShares$60.7 Million27.6% of portfolio
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Waddell & Associates, LLC963KShares$27.9 Million6.53% of portfolio