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 3,080 shares of SCHV stock, worth $227,796. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,080
Previous 3,078 0.06%
Holding current value
$227,796
Previous $216,000 8.33%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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