Aspen Wealth Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History

Aspen Wealth Strategies, LLC

  • $166 Billion
  • Q2 2025

A detailed history of Aspen Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 20,537 shares of SCHD stock, worth $562,919. This represents 0.33% of its overall portfolio holdings.

Number of Shares
20,537
Previous 20,733 0.95%
Holding current value
$562,919
Previous $580 Million 6.12%
% of portfolio
0.33%
Previous 0.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$24.32 - $27.87 $4,766 - $5,462
-196 Reduced 0.95%
20,537 $544 Million
Q1 2025

Apr 30, 2025
SELL
$27.01 - $28.54 $1.37 Million - $1.45 Million
-50,664 Reduced 70.96%
20,733 $580 Million
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $1.35 Million - $4.27 Million
50,292 Added 238.29%
71,397 $1.95 Billion
Q3 2024

Oct 28, 2024
SELL
$77.02 - $85.06 $48,830 - $53,928
-634 Reduced 2.92%
21,105 $1.78 Billion
Q2 2024

Jul 19, 2024
SELL
$75.81 - $80.15 $37,071 - $39,193
-489 Reduced 2.2%
21,739 $1.79 Billion
Q1 2024

May 13, 2024
SELL
$75.25 - $80.63 $1.13 Million - $1.21 Million
-15,026 Reduced 40.33%
22,228 $1.79 Billion
Q4 2023

Jan 30, 2024
SELL
$66.9 - $76.32 $6.59 Million - $7.52 Million
-98,548 Reduced 72.57%
37,254 $2.84 Billion
Q3 2023

Nov 01, 2023
BUY
$70.63 - $75.66 $1.43 Million - $1.53 Million
20,198 Added 17.47%
135,802 $9.61 Billion
Q2 2023

Aug 02, 2023
SELL
$69.18 - $73.94 $353,578 - $377,907
-5,111 Reduced 4.23%
115,604 $8.4 Billion
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $8.48 Million - $9.42 Million
120,715 New
120,715 $8.83 Billion
Q4 2022

May 15, 2023
BUY
$67.16 - $79.06 $2.57 Million - $3.02 Million
38,213 Added 31.66%
158,928 $12 Billion

Others Institutions Holding SCHD

# of Institutions
2,013
Shares Held
891M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Aspen Wealth Strategies, LLC Portfolio

Follow Aspen Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email