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

Aspen Investment Management Inc

  • $259 Million
  • Q3 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 76,304 shares of SCHX stock, worth $2.03 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
76,304
Previous 76,179 0.16%
Holding current value
$2.03 Million
Previous $1.86 Million 7.95%
% of portfolio
0.78%
Previous 0.78%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$24.46 - $26.5 $3,057 - $3,312
125 Added 0.16%
76,304 $2.01 Million
Q2 2025

Aug 11, 2025
BUY
$19.6 - $24.44 $6,624 - $8,260
338 Added 0.45%
76,179 $1.86 Million
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
1,629
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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