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

Aspen Investment Management Inc

$217 Million
Q1 2025

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 75,841 shares of SCHX stock, worth $1.91 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

75,841

Previous 74,037 2.44%

Holding current value

$1.91 Million

Previous $1.72 Million 2.39%

% of portfolio

0.77%

Previous 0.8%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 20, 2025	BUY	$21.75 - $24.28 $39,237 - $43,801	1,804 Added 2.44%	75,841 $1.68 Million
Q4 2024 Feb 03, 2025	BUY	$22.4 - $68.28 $1.12 Million - $3.4 Million	49,819 Added 205.71%	74,037 $1.72 Million
Q3 2024 Nov 08, 2024	BUY	$61.11 - $67.85 $11,610 - $12,891	190 Added 0.79%	24,218 $1.64 Million
Q2 2024 Jul 26, 2024	BUY	$58.7 - $64.78 $40,326 - $44,503	687 Added 2.94%	24,028 $1.54 Million
Q1 2024 Apr 26, 2024	BUY	$55.41 - $62.08 $108,659 - $121,738	1,961 Added 9.17%	23,341 $1.45 Million
Q4 2023 Feb 09, 2024	BUY	$48.47 - $56.6 $97,133 - $113,426	2,004 Added 10.34%	21,380 $1.21 Million
Q3 2023 Nov 01, 2023	BUY	$50.36 - $54.21 $52,021 - $55,998	1,033 Added 5.63%	19,376 $980,000
Q2 2023 Jul 28, 2023	BUY	$47.67 - $52.37 $23,501 - $25,818	493 Added 2.76%	18,343 $961,000
Q1 2023 May 16, 2023	SELL	$44.78 - $49.41 $82,619 - $91,161	-1,845 Reduced 9.37%	17,850 $863,000
Q4 2022 Feb 06, 2023	BUY	$42.25 - $48.16 $2,070 - $2,359	49 Added 0.25%	19,695 $889,000
Q3 2022 Nov 09, 2022	BUY	$42.35 - $51.01 $6,183 - $7,447	146 Added 0.75%	19,646 $832,000
Q2 2022 Aug 15, 2022	SELL	$43.35 - $54.51 $24,536 - $30,852	-566 Reduced 2.82%	19,500 $871,000
Q1 2022 May 11, 2022	BUY	$49.51 - $57.27 $451,382 - $522,130	9,117 Added 83.27%	20,066 $1.08 Million
Q4 2021 Jan 26, 2022	BUY	$51.9 - $57.29 $9,964 - $10,999	192 Added 1.78%	10,949 $1.25 Million
Q3 2021 Dec 06, 2021	SELL	$51.52 - $54.94 $5,358 - $5,713	-104 Reduced 0.96%	10,757 $1.12 Million
Q2 2021 Aug 04, 2021	SELL	$48.62 - $52.01 $1,312 - $1,404	-27 Reduced 0.25%	10,861 $1.13 Million
Q1 2021 Jun 10, 2021	SELL	$44.9 - $48.34 $1,751 - $1,885	-39 Reduced 0.36%	10,888 $1.05 Million
Q4 2020 Jan 25, 2021	BUY	$39.35 - $45.48 $5,036 - $5,821	128 Added 1.19%	10,927 $994,000
Q3 2020 Nov 30, 2020	BUY	$37.26 - $43.03 $1,378 - $1,592	37 Added 0.34%	10,799 $871,000
Q2 2020 Aug 06, 2020	SELL	$29.25 - $38.76 $2,895 - $3,837	-99 Reduced 0.91%	10,762 $797,000
Q1 2020 May 15, 2020	SELL	$26.61 - $40.52 $551,545 - $839,858	-20,727 Reduced 65.62%	10,861 $665,000
Q4 2019 Feb 14, 2020	SELL	$34.42 - $38.54 $129,591 - $145,103	-3,765 Reduced 10.65%	31,588 $2.43 Million
Q3 2019 Nov 13, 2019	SELL	$35.28 - $36.01 $529 - $540	-15 Reduced 0.04%	35,353 $2.51 Million
Q2 2019 Aug 12, 2019	BUY	N/A	4,132 Added 13.23%	35,368 $2.48 Million
Q1 2019 May 15, 2019	SELL	N/A	-1,696 Reduced 5.15%	31,236 $2.11 Million
Q4 2018 Feb 15, 2019	BUY	N/A	17,383 Added 111.79%	32,932 $1.97 Million
Q3 2018 Nov 13, 2018	BUY	N/A	842 Added 5.73%	15,549 $1.08 Million
Q2 2018 Aug 14, 2018	BUY	N/A	704 Added 5.03%	14,707 $956,000
Q1 2018 May 16, 2018	BUY	N/A	3,757 Added 36.67%	14,003 $883,000
Q4 2017 Feb 15, 2018	BUY	N/A	1,130 Added 12.4%	10,246 $0
Q3 2017 Nov 15, 2017	BUY	N/A	9,116	9,116 $547,000

Others Institutions Holding SCHX

# of Institutions

1,536

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

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