Aspen Investment Management Inc Schwab Strategic Tr 1000 Index Transaction History
Aspen Investment Management Inc
- $259 Million
- Q3 2025
Shares
8 transactions
Others Institutions Holding SCHK
# of Institutions
240Shares Held
73.5MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.53 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$209 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$115 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$102 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.43MShares$79.9 Million5.96% of portfolio