Aspen Wealth Strategies, LLC SCHG Holdings History
Aspen Wealth Strategies, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 648,793.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $16.25 Mil. This investment constitutes 10.65% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then Aspen Wealth Strategies, LLC has made 1 purchases of SCHG, at an average price of $35.97, for a total of 890,381.00 shares. In addition, there have been 7 sales at an average price of $50.50 for 241,588.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Aspen Wealth Strategies, LLC's estimated gain on his SCHG holdings is $-532,876.42, reflecting a -1.66% gain to date.
Aspen Wealth Strategies, LLC SCHG ($29.74) Holding Chart
Aspen Wealth Strategies, LLC SCHG ($29.74) 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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