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

Aspen Investment Management Inc

  • $214 Million
  • Q3 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 3,035 shares of SCHV stock, worth $82,218. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,035
Previous 3,180 4.56%
Holding current value
$82,218
Previous $236,000 3.39%
% of portfolio
0.11%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$73.43 - $80.37 $10,647 - $11,653
-145 Reduced 4.56%
3,035 $244,000
Q2 2024

Jul 26, 2024
BUY
$71.74 - $75.86 $7,173 - $7,586
100 Added 3.25%
3,180 $236,000
Q1 2024

Apr 26, 2024
BUY
$68.82 - $75.98 $137 - $151
2 Added 0.06%
3,080 $234,000
Q4 2023

Feb 09, 2024
BUY
$61.16 - $70.24 $188,250 - $216,198
3,078 New
3,078 $216,000
Q2 2023

Jul 28, 2023
BUY
$63.33 - $67.21 $189,926 - $201,562
2,999 New
2,999 $201,000
Q2 2019

Aug 12, 2019
SELL
N/A
-4,400 Closed
0 $0
Q4 2018

Feb 15, 2019
BUY
N/A
4,400 New
4,400 $217,000

Others Institutions Holding SCHV

# of Institutions
846
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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