Aspen Wealth Strategies, LLC's ownership history for SCHG

Aspen Wealth Strategies, LLC currently holds 503.7K shares with a market value of $14.7M. It started holding SCHG on 2024-09-30. At its peak, it held 729.5K shares on 2024-12-31. Its highest holding value was $20.3M on 2024-12-31. At its lowest, it held 195.1K shares on 2024-09-30, with a value of $14.7M on 2026-03-31. In the recent 180 days, Aspen Wealth Strategies, LLC has decreased its shares by 125.1K. In the recent year, Aspen Wealth Strategies, LLC has decreased its shares by 145.1K.