Aspen Wealth Strategies, LLC SCHO Holdings History
Aspen Wealth Strategies, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held - shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling N/A. This investment constitutes 0% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2022Q4. And since then Aspen Wealth Strategies, LLC has made 5 purchases of SCHO, at an average price of $35.34, for a total of 236,909.00 shares. In addition, there have been 3 sales at an average price of $24.90 for 236,909.00 shares. Based on historical transaction data and SCHO's current price of $24.29, Aspen Wealth Strategies, LLC's estimated gain on his SCHO holdings is $-2.47 Mil, reflecting a -29.54% gain to date.
Aspen Wealth Strategies, LLC SCHO ($24.29) Holding Chart
Aspen Wealth Strategies, LLC SCHO ($24.29) 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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