Aspire Wealth Management Corp Schwab Strategic Tr 1 5 Yr C Transaction History

Aspire Wealth Management Corp

$166 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$46.81 - $48.49 $0 - $0	0 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$48.35 - $50.5 $0 - $0	0 New	0 $0
Q4 2021 Mar 14, 2022	BUY	$50.42 - $51.09 $0 - $0	0 New	0 $0

Others Institutions Holding SCHJ

# of Institutions

95

Shares Held

4.62M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$85.6 Million
0.02% of portfolio
Envestnet Asset Management Inc

185K
Shares

$9.19 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$8.24 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$8.16 Million
0.02% of portfolio
Tap Consulting, LLC

156K
Shares

$7.72 Million
1.65% of portfolio

About SCHWAB STRATEGIC TR 1 - 5 YR C

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