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Aspen Investment Management Inc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspen Investment Management Inc on SCHD, newest first. How the timeline and the estimate are built.

Aspen Investment Management Inc held 138,852 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,852 shares
    Change vs previous 13F +45,758 shares

    1.18% of the 13F portfolio, value $4,403,000.

    13F-HR 0001541596-26-000003 filed by Aspen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 93,094 shares
    Change vs previous 13F +38,850 shares

    0.87% of the 13F portfolio, value $2,856,000.

    13F-HR 0001541596-26-000002 filed by Aspen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,244 shares
    Change vs previous 13F +4,318 shares

    0.45% of the 13F portfolio, value $1,488,000.

    13F-HR 0001541596-26-000001 filed by Aspen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,926 shares
    Change vs previous 13F +30,417 shares

    0.53% of the 13F portfolio, value $1,363,000.

    13F-HR 0001541596-25-000007 filed by Aspen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,509 shares
    Change vs previous 13F +2,537 shares

    0.22% of the 13F portfolio, value $517,000.

    13F-HR 0001541596-25-000005 filed by Aspen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,972 shares
    Change vs previous 13F +2,132 shares

    0.22% of the 13F portfolio, value $475,000.

    13F-HR 0001541596-25-000004 filed by Aspen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,840 shares
    Change vs previous 13F +9,740 shares

    0.19% of the 13F portfolio, value $405,000.

    13F-HR 0001541596-25-000001 filed by Aspen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,100 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $431,000.

    13F-HR 0001541596-24-000006 filed by Aspen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).