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Aspen Investment Management Inc: SCHW position timeline

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

Aspen Investment Management Inc held 25,797 SCHW 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 25,797 shares
    Change vs previous 13F +520 shares

    0.64% of the 13F portfolio, value $2,380,000.

    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 25,277 shares
    Change vs previous 13F +556 shares

    0.73% of the 13F portfolio, value $2,376,000.

    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 24,721 shares
    Change vs previous 13F +357 shares

    0.75% of the 13F portfolio, value $2,470,000.

    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 24,364 shares
    Change vs previous 13F -106 shares

    0.9% of the 13F portfolio, value $2,326,000.

    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 24,470 shares
    Change vs previous 13F +305 shares

    0.94% of the 13F portfolio, value $2,233,000.

    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 24,165 shares
    Change vs previous 13F +7,908 shares

    0.87% of the 13F portfolio, value $1,892,000.

    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 16,257 shares
    Change vs previous 13F +1,886 shares

    0.56% of the 13F portfolio, value $1,203,000.

    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 14,371 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $931,000.

    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).