Aspen Wealth Strategies, LLC SCHD Holdings History
Aspen Wealth Strategies, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 20,733.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $579,690.00. This investment constitutes 0.38% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then Aspen Wealth Strategies, LLC has made 3 purchases of SCHD, at an average price of $63.13, for a total of 228,784.00 shares. In addition, there have been 5 sales at an average price of $61.86 for 208,051.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Aspen Wealth Strategies, LLC's estimated gain on his SCHD holdings is $-1.01 Mil, reflecting a -7.02% gain to date.
Aspen Wealth Strategies, LLC SCHD ($27.02) Holding Chart
Aspen Wealth Strategies, LLC SCHD ($27.02) 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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