Aspen Investment Management Inc Schwab Strategic U.S. Mid Cap Transaction History

Aspen Investment Management Inc

  • $217 Million
  • Q1 2025

A detailed history of Aspen Investment Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Aspen Investment Management Inc holds 22,836 shares of SCHM stock, worth $617,713. This represents 0.28% of its overall portfolio holdings.

Number of Shares
22,836
Previous 22,799 0.16%
Holding current value
$617,713
Previous $632,000 5.38%
% of portfolio
0.28%
Previous 0.29%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025
BUY
$25.58 - $29.24 $946 - $1,081
37 Added 0.16%
22,836 $598,000
Q4 2024

Feb 03, 2025
BUY
$27.54 - $83.04 $415,826 - $1.25 Million
15,099 Added 196.09%
22,799 $632,000
Q3 2024

Nov 08, 2024
BUY
$75.47 - $83.18 $150 - $166
2 Added 0.03%
7,700 $640,000
Q2 2024

Jul 26, 2024
BUY
$75.69 - $81.19 $7,039 - $7,550
93 Added 1.22%
7,698 $599,000
Q1 2024

Apr 26, 2024
BUY
$72.89 - $81.43 $801 - $895
11 Added 0.14%
7,605 $619,000
Q4 2023

Feb 09, 2024
SELL
$63.01 - $75.95 $1,512 - $1,822
-24 Reduced 0.32%
7,594 $572,000
Q3 2023

Nov 01, 2023
BUY
$66.75 - $73.98 $5,073 - $5,622
76 Added 1.01%
7,618 $515,000
Q2 2023

Jul 28, 2023
BUY
$65.29 - $71.03 $3,525 - $3,835
54 Added 0.72%
7,542 $536,000
Q1 2023

May 16, 2023
SELL
$64.24 - $73.9 $6,680 - $7,685
-104 Reduced 1.37%
7,488 $508,000
Q4 2022

Feb 06, 2023
SELL
$61.05 - $69.94 $3,052 - $3,497
-50 Reduced 0.65%
7,592 $498,000
Q3 2022

Nov 09, 2022
BUY
$60.5 - $72.51 $1,270 - $1,522
21 Added 0.28%
7,642 $463,000
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $1,461 - $1,833
24 Added 0.32%
7,621 $478,000
Q1 2022

May 11, 2022
BUY
$70.66 - $80.89 $15,898 - $18,200
225 Added 3.05%
7,597 $576,000
Q4 2021

Jan 26, 2022
BUY
$76.01 - $83.39 $4,332 - $4,753
57 Added 0.78%
7,372 $593,000
Q3 2021

Dec 06, 2021
BUY
$74.65 - $80.95 $2,164 - $2,347
29 Added 0.4%
7,315 $561,000
Q2 2021

Aug 04, 2021
BUY
$74.64 - $79.12 $3,433 - $3,639
46 Added 0.64%
7,286 $570,000
Q1 2021

Jun 10, 2021
SELL
$67.07 - $76.85 $20,120 - $23,055
-300 Reduced 3.98%
7,240 $539,000
Q3 2020

Nov 30, 2020
SELL
$51.99 - $58.83 $8,318 - $9,412
-160 Reduced 2.08%
7,540 $418,000
Q2 2020

Aug 06, 2020
SELL
$39.01 - $57.03 $3,120 - $4,562
-80 Reduced 1.03%
7,700 $405,000
Q1 2020

May 15, 2020
SELL
$35.83 - $62.24 $22,322 - $38,775
-623 Reduced 7.41%
7,780 $328,000
Q4 2019

Feb 14, 2020
BUY
$54.56 - $60.24 $5,456 - $6,024
100 Added 1.2%
8,403 $505,000
Q3 2019

Nov 13, 2019
SELL
$56.23 - $57.59 $10,121 - $10,366
-180 Reduced 2.12%
8,303 $469,000
Q2 2019

Aug 12, 2019
SELL
N/A
-1,922 Reduced 18.47%
8,483 $484,000
Q1 2019

May 15, 2019
SELL
N/A
-150 Reduced 1.42%
10,405 $576,000
Q4 2018

Feb 15, 2019
BUY
N/A
1,668 Added 18.77%
10,555 $506,000
Q3 2018

Nov 13, 2018
BUY
N/A
932 Added 11.72%
8,887 $514,000
Q2 2018

Aug 14, 2018
BUY
N/A
695 Added 9.57%
7,955 $437,000
Q1 2018

May 16, 2018
BUY
N/A
375 Added 5.45%
7,260 $384,000
Q4 2017

Feb 15, 2018
SELL
N/A
-240 Reduced 3.37%
6,885 $0
Q3 2017

Nov 15, 2017
BUY
N/A
7,125
7,125 $357,000

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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