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Schwab Strategic Tr us dividend eq shares owned by Aspen Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Aspen Investment Management from 13F filings

Historical chart of Aspen Investment Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Aspen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Aspen Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $383k 5.0k 76.11
2023-09-30 $304k 4.3k 70.58
2023-06-30 $251k 3.5k 72.65
2023-03-31 $236k 3.2k 73.07
2022-12-31 $244k 3.2k 75.66
2022-09-30 $214k 3.2k 66.36
2022-06-30 $231k 3.2k 71.63
2022-03-31 $254k 3.2k 78.76
2015-03-31 $515k 13k 39.43
2014-12-31 $517k 13k 39.83
2014-09-30 $570k 15k 38.56
2014-06-30 $597k 16k 38.28
2014-03-31 $566k 15k 36.84
2013-12-31 $599k 16k 36.63
2013-09-30 $537k 16k 33.64
2013-06-30 $542k 17k 32.67