Asset Allocation Strategies LLC Schwab Strategic Tr Us Large C Transaction History
Asset Allocation Strategies LLC
- $351 Billion
- Q3 2024
A detailed history of Asset Allocation Strategies LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 38,378 shares of SCHG stock, worth $975,568. This represents 1.14% of its overall portfolio holdings.
Number of Shares
38,378
Previous 6,867
458.88%
Holding current value
$975,568
Previous $693 Million
477.23%
% of portfolio
1.14%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,491Shares Held
709MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$561 Million0.26% of portfolio