Number of Shares
24,165.00
Current Holdings Value*
$1.89 Mil
% of Portfolio
0.87%
Total Estimate Gain
$986,217.19
% of Total Estimate Gain
33.09%

Aspen Investment Management Inc's Charles Schwab Corp Holding Summary

As of 2025-03-31, Aspen Investment Management Inc held 24,165.00 shares of Charles Schwab Corp(SCHW), totaling $1.89 Mil. This investment constitutes 0.87% of their stock portfolio, and Aspen Investment Management Inc now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2013Q4. And since then Aspen Investment Management Inc has made 15 purchases of SCHW, at an average price of $54.38, for a total of 54,811.00 shares. In addition, there have been 13 sales at an average price of $53.35 for 30,646.00 shares. Based on historical transaction data and SCHW's current price of $96.50, Aspen Investment Management Inc's estimated gain on his SCHW holdings is $986,217.19, reflecting a 33.09% gain to date.

Aspen Investment Management Inc SCHW ($96.50) Holding Chart

Aspen Investment Management Inc SCHW ($96.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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