Aspen Grove Capital’s Charles Schwab SCHW Stock Holding History

Aspen Grove Capital’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$723K	Sell
2025 Q1	$858K	Buy
2024 Q4	$532K	Buy
2024 Q3	$465K	Buy
2024 Q2	$523K	Buy
2024 Q1	$513K	Buy
2023 Q4	$446K	Sell
2023 Q3	$373K	Sell
2023 Q2	$389K	Buy